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 Q2	$27.4K	Hold	300	–	–	﹤0.01%	812
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 $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

MCF Advisors's IMCV Position: Q2 2026 in Review

MCF Advisors held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q2 2026 at 300 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

MCF Advisors first reported a position in IMCV in Q3 2022 and has held it in 16 quarters since. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

MCF Advisors held 300 shares of iShares Morningstar Mid-Cap Value ETF worth $27.4K as of Q2 2026.
MCF Advisors left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #812 holding.
MCF Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.