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Lawood & Co’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Lawood & Co’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 		$260K Hold
2,844
– – 0.18% 87
2026
Q1 		$241K Hold
2,844
– – 0.22% 85
2025
Q4 		$234K Buy
+2,844
New +$230K 0.22% 85

Other funds holding IMCV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lawood & Co's IMCV Position: Q2 2026 in Review

Lawood & Co held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q2 2026 at 2,844 shares worth $260K. The position accounts for 0.18% of the portfolio, ranked #87.

Lawood & Co first reported a position in IMCV in Q4 2025 and has held it in 3 quarters since. 168 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

  • Lawood & Co held 2,844 shares of iShares Morningstar Mid-Cap Value ETF worth $260K as of Q2 2026.
  • Lawood & Co left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Morningstar Mid-Cap Value ETF made up 0.18% of Lawood & Co's portfolio in Q2 2026, its #87 holding.
  • Lawood & Co first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Lawood & Co's 13F filing for Q2 2026, filed 13 Jul 2026.