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Larson Financial Group’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Larson Financial Group’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
2025
Q4 		– Sell
-16
Closed -$1.29K – 3566
2025
Q3 		$1.29K Buy
+16
New +$1.26K ﹤0.01% 2844

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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Larson Financial Group's IMCV Position: Q4 2025 in Review

Larson Financial Group sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q4 2025, closing a stake of 16 shares — an estimated $1.29K sold.

Larson Financial Group first reported a position in IMCV in Q3 2025 and held it in 1 quarter. The position peaked at $1.29K in Q3 2025. 164 funds tracked by Wall St. Rank hold IMCV as of Q4 2025.

  • Larson Financial Group reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 16 iShares Morningstar Mid-Cap Value ETF shares in Q4 2025, an estimated $1.29K.
  • Larson Financial Group first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Larson Financial Group's iShares Morningstar Mid-Cap Value ETF position peaked at $1.29K in Q3 2025.
  • 164 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.