Janney Montgomery Scott
IMCV icon

Janney Montgomery Scott’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Janney Montgomery Scott’s Portfolio IMCV Stock Details IMCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$488K Hold
5,757
– – ﹤0.01% 2062
2025
Q4 		$474K Buy
5,757
+886
+18% +$71.6K ﹤0.01% 2237
2025
Q3 		$391K Sell
4,871
-499
-9% -$39.2K ﹤0.01% 2321
2025
Q2 		$408K Hold
5,370
– – ﹤0.01% 2155
2025
Q1 		$398K Hold
5,370
– – ﹤0.01% 2133
2024
Q4 		$399K Sell
5,370
-471
-8% -$36.4K ﹤0.01% 2135
2024
Q3 		$448K Sell
5,841
-180
-3% -$13.2K ﹤0.01% 2043
2024
Q2 		$423K Sell
6,021
-270
-4% -$19.1K ﹤0.01% 2004
2024
Q1 		$456K Sell
6,291
-1,301
-17% -$88.8K ﹤0.01% 2072
2023
Q4 		$514K Sell
7,592
-4,316
-36% -$269K ﹤0.01% 1871
2023
Q3 		$722K Sell
11,908
-1,493
-11% -$95.4K ﹤0.01% 1532
2023
Q2 		$854K Sell
13,401
-941
-7% -$57.7K ﹤0.01% 1516
2023
Q1 		$887K Sell
14,342
-557
-4% -$35.7K ﹤0.01% 1390
2022
Q4 		$924K Sell
14,899
-906
-6% -$55.9K ﹤0.01% 1417
2022
Q3 		$884K Buy
15,805
+300
+2% +$18.6K ﹤0.01% 1372
2022
Q2 		$937K Buy
15,505
+2,349
+18% +$153K ﹤0.01% 1283
2022
Q1 		$906K Sell
13,156
-9
-0.1% -$607 ﹤0.01% 1307
2021
Q4 		$899K Sell
13,165
-482
-4% -$32.1K ﹤0.01% 1398
2021
Q3 		$863K Buy
13,647
+214
+2% +$13.7K ﹤0.01% 1358
2021
Q2 		$863K Sell
13,433
-1,003
-7% -$64.6K ﹤0.01% 1343
2021
Q1 		$887K Sell
14,436
-444
-3% -$25.5K ﹤0.01% 1257
2020
Q4 		$776K Sell
14,880
-4,458
-23% -$218K ﹤0.01% 1307
2020
Q3 		$844K Sell
19,338
-1,203
-6% -$53.1K ﹤0.01% 1163
2020
Q2 		$865K Sell
20,541
-60
-0.3% -$2.4K 0.01% 1100
2020
Q1 		$734K Buy
20,601
+417
+2% +$20.6K 0.01% 1060
2019
Q4 		$1.14M Sell
20,184
-18
-0.1% -$979 0.01% 1017
2019
Q3 		$1.08M Buy
20,202
+1,188
+6% +$62.3K 0.01% 999
2019
Q2 		$998K Buy
19,014
+4,734
+33% +$246K 0.01% 1046
2019
Q1 		$741K Buy
14,280
+909
+7% +$46.3K 0.01% 1185
2018
Q4 		$619K Buy
13,371
+3,711
+38% +$188K 0.01% 1173
2018
Q3 		$521K Buy
9,660
+1,440
+18% +$78.2K ﹤0.01% 1423
2018
Q2 		$436K Buy
8,220
+2,406
+41% +$127K ﹤0.01% 1471
2018
Q1 		$302K Buy
5,814
+783
+16% +$41.8K ﹤0.01% 1594
2017
Q4 		$267K Buy
5,031
+630
+14% +$32.4K ﹤0.01% 1644
2017
Q3 		$222K Buy
+4,401
New +$217K ﹤0.01% 1658

Other funds holding IMCV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott's IMCV Position: Q1 2026 in Review

Janney Montgomery Scott held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q1 2026 at 5,757 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #2062.

Janney Montgomery Scott first reported a position in IMCV in Q3 2017 and has held it in 35 quarters since. The position peaked at $1.14M in Q4 2019. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

  • Janney Montgomery Scott held 5,757 shares of iShares Morningstar Mid-Cap Value ETF worth $488K as of Q1 2026.
  • Janney Montgomery Scott left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q1 2026.
  • iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2062 holding.
  • Janney Montgomery Scott first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2017 and has held it in 35 quarters since.
  • Janney Montgomery Scott's iShares Morningstar Mid-Cap Value ETF position peaked at $1.14M in Q4 2019.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.