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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
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 $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

Madison Wealth Partners's IMCV Position: Q1 2026 in Review

Madison Wealth Partners increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 9.7% in Q1 2026, buying an estimated $74.4K and bringing the position to 9,754 shares worth $827K. The position accounts for 0.13% of the portfolio, ranked #79.

Madison Wealth Partners first reported a position in IMCV in Q4 2022 and has held it in 14 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

  • Madison Wealth Partners held 9,754 shares of iShares Morningstar Mid-Cap Value ETF worth $827K as of Q1 2026.
  • Madison Wealth Partners bought 865 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $74.4K.
  • iShares Morningstar Mid-Cap Value ETF made up 0.13% of Madison Wealth Partners's portfolio in Q1 2026, its #79 holding.
  • Madison Wealth Partners first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.