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

Mather Group’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 Q3	$36.6K	Buy	+399	New	+$38.1K	﹤0.01%	1257

Other funds holding IMCV

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Mather Group's IMCV Position: Q3 2026 in Review

Mather Group opened a new position in iShares Morningstar Mid-Cap Value ETF (IMCV) in Q3 2026: 399 shares worth $36.6K. The stake represents ﹤0.01% of the portfolio and ranks #1257 among its holdings.

35 funds tracked by Wall St. Rank hold IMCV as of Q3 2026.

Mather Group held 399 shares of iShares Morningstar Mid-Cap Value ETF worth $36.6K as of Q3 2026.
iShares Morningstar Mid-Cap Value ETF was a new Mather Group position in Q3 2026.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1257 holding.
35 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.