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LaFleur & Godfrey’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

LaFleur & Godfrey’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
Q2 		$945K Buy
10,340
+554
+6% +$49.3K 0.11% 89
2026
Q1 		$830K Sell
9,786
-50
-0.5% -$4.3K 0.1% 88
2025
Q4 		$810K Buy
9,836
+1,060
+12% +$85.6K 0.1% 89
2025
Q3 		$705K Buy
8,776
+320
+4% +$25.1K 0.09% 93
2025
Q2 		$642K Buy
8,456
+56
+0.7% +$4.07K 0.08% 100
2025
Q1 		$623K Buy
8,400
+114
+1% +$8.58K 0.08% 100
2024
Q4 		$615K Buy
8,286
+479
+6% +$37K 0.08% 97
2024
Q3 		$598K Buy
7,807
+352
+5% +$25.9K 0.08% 97
2024
Q2 		$524K Buy
7,455
+2,388
+47% +$169K 0.08% 97
2024
Q1 		$368K Buy
5,067
+1,852
+58% +$126K 0.05% 104
2023
Q4 		$218K Buy
+3,215
New +$200K 0.03% 126

Other funds holding IMCV

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

LaFleur & Godfrey's IMCV Position: Q2 2026 in Review

LaFleur & Godfrey increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 5.7% in Q2 2026, buying an estimated $49.3K and bringing the position to 10,340 shares worth $945K. The position accounts for 0.11% of the portfolio, ranked #89.

LaFleur & Godfrey first reported a position in IMCV in Q4 2023 and has held it in 11 quarters since. 17 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

  • LaFleur & Godfrey held 10,340 shares of iShares Morningstar Mid-Cap Value ETF worth $945K as of Q2 2026.
  • LaFleur & Godfrey bought 554 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $49.3K.
  • iShares Morningstar Mid-Cap Value ETF made up 0.11% of LaFleur & Godfrey's portfolio in Q2 2026, its #89 holding.
  • LaFleur & Godfrey first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on LaFleur & Godfrey's 13F filing for Q2 2026, filed 15 Jul 2026.