MKA
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M. Kulyk & Associates’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

M. Kulyk & Associates’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 		– Sell
-2,876
Closed -$244K – 118
2026
Q1 		$244K Buy
+2,876
New +$247K 0.05% 106

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

M. Kulyk & Associates's IMCV Position: Q2 2026 in Review

M. Kulyk & Associates sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2026, closing a stake of 2,876 shares — an estimated $244K sold.

M. Kulyk & Associates first reported a position in IMCV in Q1 2026 and held it in 1 quarter. The position peaked at $244K in Q1 2026. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

  • M. Kulyk & Associates reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • M. Kulyk & Associates sold 2,876 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $244K.
  • M. Kulyk & Associates first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • M. Kulyk & Associates's iShares Morningstar Mid-Cap Value ETF position peaked at $244K in Q1 2026.
  • 169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on M. Kulyk & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.