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Lebenthal Global Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Lebenthal Global Advisors’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 		$5.24M Buy
61,754
+1,027
+2% +$88.4K 0.76% 25
2025
Q4 		$5M Buy
60,727
+3,690
+6% +$298K 0.77% 23
2025
Q3 		$4.58M Buy
57,037
+1,289
+2% +$101K 0.8% 24
2025
Q2 		$4.24M Buy
55,748
+366
+0.7% +$26.6K 0.79% 21
2025
Q1 		$4.11M Buy
55,382
+2,750
+5% +$207K 0.77% 22
2024
Q4 		$3.91M Buy
+52,632
New +$4.07M 0.71% 25

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

Lebenthal Global Advisors's IMCV Position: Q1 2026 in Review

Lebenthal Global Advisors increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 1.7% in Q1 2026, buying an estimated $88.4K and bringing the position to 61,754 shares worth $5.24M. The position accounts for 0.76% of the portfolio, ranked #25.

Lebenthal Global Advisors first reported a position in IMCV in Q4 2024 and has held it in 6 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

  • Lebenthal Global Advisors held 61,754 shares of iShares Morningstar Mid-Cap Value ETF worth $5.24M as of Q1 2026.
  • Lebenthal Global Advisors bought 1,027 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $88.4K.
  • iShares Morningstar Mid-Cap Value ETF made up 0.76% of Lebenthal Global Advisors's portfolio in Q1 2026, its #25 holding.
  • Lebenthal Global Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.