Mariner
IMCV icon

Mariner’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Mariner’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 		$5.24M Buy
57,329
+192
+0.3% +$17.1K 0.01% 1012
2026
Q1 		$4.84M Buy
57,137
+875
+2% +$75.3K 0.01% 1073
2025
Q4 		$4.63M Sell
56,262
-831
-1% -$67.1K 0.01% 1034
2025
Q3 		$4.59M Sell
57,093
-1,240
-2% -$97.4K 0.01% 966
2025
Q2 		$4.43M Buy
58,333
+2,580
+5% +$188K 0.01% 922
2025
Q1 		$4.14M Sell
55,753
-2,335
-4% -$176K 0.01% 890
2024
Q4 		$4.31M Buy
58,088
+1,659
+3% +$128K 0.01% 860
2024
Q3 		$4.32M Buy
56,429
+1,840
+3% +$135K 0.01% 835
2024
Q2 		$3.83M Sell
54,589
-1,709
-3% -$121K 0.01% 832
2024
Q1 		$4.08M Buy
56,298
+5,768
+11% +$394K 0.01% 807
2023
Q4 		$3.42M Sell
50,530
-1,248
-2% -$77.7K 0.01% 826
2023
Q3 		$3.14M Buy
51,778
+8,864
+21% +$566K 0.01% 803
2023
Q2 		$2.73M Sell
42,914
-2,279
-5% -$140K 0.01% 855
2023
Q1 		$2.8M Buy
45,193
+5,129
+13% +$328K 0.01% 828
2022
Q4 		$2.49M Buy
+40,064
New +$2.47M 0.01% 835

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

Mariner's IMCV Position: Q2 2026 in Review

Mariner increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 0.34% in Q2 2026, buying an estimated $17.1K and bringing the position to 57,329 shares worth $5.24M. The position accounts for 0.01% of the portfolio, ranked #1012.

Mariner 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.

  • Mariner held 57,329 shares of iShares Morningstar Mid-Cap Value ETF worth $5.24M as of Q2 2026.
  • Mariner bought 192 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $17.1K.
  • iShares Morningstar Mid-Cap Value ETF made up 0.01% of Mariner's portfolio in Q2 2026, its #1012 holding.
  • Mariner 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 Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.