Madison Wealth Partners’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Madison Wealth Partners’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	$905K	Buy	9,906 +152	+2%	+$13.5K	0.12%	101
2026 Q1	$827K	Buy	9,754 +865	+10%	+$74.4K	0.13%	79
2025 Q4	$732K	Sell	8,889 -94	-1%	-$7.59K	0.13%	75
2025 Q3	$722K	Buy	8,983 +367	+4%	+$28.8K	0.14%	76
2025 Q2	$655K	Buy	8,616 +722	+9%	+$52.5K	0.14%	75
2025 Q1	$586K	Sell	7,894 -508	-6%	-$38.2K	0.14%	74
2024 Q4	$624K	Hold	8,402	–	–	0.17%	71
2024 Q3	$644K	Hold	8,402	–	–	0.19%	68
2024 Q2	$590K	Buy	8,402 +122	+1%	+$8.63K	0.2%	62
2024 Q1	$601K	Sell	8,280 -88	-1%	-$6.01K	0.22%	60
2023 Q4	$567K	Buy	8,368 +325	+4%	+$20.2K	0.22%	59
2023 Q3	$487K	Buy	8,043 +118	+1%	+$7.54K	0.25%	48
2023 Q2	$505K	Buy	7,925 +833	+12%	+$51.1K	0.24%	44
2023 Q1	$439K	Buy	7,092 +1,807	+34%	+$116K	0.22%	47
2022 Q4	$328K	Buy	+5,285	New	+$326K	0.19%	59

Other funds holding IMCV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Madison Wealth Partners's IMCV Position: Q2 2026 in Review

Madison Wealth Partners increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 1.6% in Q2 2026, buying an estimated $13.5K and bringing the position to 9,906 shares worth $905K. The position accounts for 0.12% of the portfolio, ranked #101.

Madison Wealth Partners first reported a position in IMCV in Q4 2022 and has held it in 15 quarters since. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Madison Wealth Partners held 9,906 shares of iShares Morningstar Mid-Cap Value ETF worth $905K as of Q2 2026.
Madison Wealth Partners bought 152 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $13.5K.
iShares Morningstar Mid-Cap Value ETF made up 0.12% of Madison Wealth Partners's portfolio in Q2 2026, its #101 holding.
Madison Wealth Partners first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.