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

MCF Advisors’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	$25.4K	Hold	300	–	–	﹤0.01%	757
2025 Q4	$24.7K	Hold	300	–	–	﹤0.01%	649
2025 Q3	$24.1K	Hold	300	–	–	﹤0.01%	552
2025 Q2	$22.8K	Hold	300	–	–	﹤0.01%	536
2025 Q1	$22.3K	Hold	300	–	–	﹤0.01%	528
2024 Q4	$22.3K	Hold	300	–	–	﹤0.01%	542
2024 Q3	$23K	Hold	300	–	–	﹤0.01%	521
2024 Q2	$21.1K	Hold	300	–	–	﹤0.01%	528
2024 Q1	$21.8K	Hold	300	–	–	﹤0.01%	516
2023 Q4	$20.3K	Hold	300	–	–	﹤0.01%	499
2023 Q3	$18.3K	Hold	300	–	–	﹤0.01%	500
2023 Q2	$19.1K	Hold	300	–	–	﹤0.01%	478
2023 Q1	$18.6K	Hold	300	–	–	﹤0.01%	482
2022 Q4	$18.6K	Hold	300	–	–	﹤0.01%	460
2022 Q3	$17K	Buy	+300	New	+$18.6K	﹤0.01%	481

Other funds holding IMCV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MCF Advisors's IMCV Position: Q1 2026 in Review

MCF Advisors held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q1 2026 at 300 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

MCF Advisors first reported a position in IMCV in Q3 2022 and has held it in 15 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

MCF Advisors held 300 shares of iShares Morningstar Mid-Cap Value ETF worth $25.4K as of Q1 2026.
MCF Advisors left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of MCF Advisors's portfolio in Q1 2026, its #757 holding.
MCF Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2022 and has held it in 15 quarters since.
172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.