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 Q3	$261K	Hold	2,844	–	–	0.18%	83
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

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

GFA

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

Lawood & Co's IMCV Position: Q3 2026 in Review

Lawood & Co held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q3 2026 at 2,844 shares worth $261K. The position accounts for 0.18% of the portfolio, ranked #83.

Lawood & Co first reported a position in IMCV in Q4 2025 and has held it in 4 quarters since. 5 funds tracked by Wall St. Rank hold IMCV as of Q3 2026.

Lawood & Co held 2,844 shares of iShares Morningstar Mid-Cap Value ETF worth $261K as of Q3 2026.
Lawood & Co left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q3 2026.
iShares Morningstar Mid-Cap Value ETF made up 0.18% of Lawood & Co's portfolio in Q3 2026, its #83 holding.
Lawood & Co first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
5 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.