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 Q3	–	Sell	-300	Closed	-$27.4K	–	853
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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

MTC

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

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 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

Ipsen Advisor Group Little Rock, Arkansas $147M AUM 12.08% 1-Year Est. Return

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

MCF Advisors's IMCV Position: Q3 2026 in Review

MCF Advisors sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q3 2026, closing a stake of 300 shares — an estimated $27.4K sold.

MCF Advisors first reported a position in IMCV in Q3 2022 and held it in 16 quarters. The position peaked at $27.4K in Q2 2026. 68 funds tracked by Wall St. Rank hold IMCV as of Q3 2026.

MCF Advisors reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q3 2026 after selling out during the quarter.
MCF Advisors sold 300 iShares Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $27.4K.
MCF Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2022 and held it in 16 quarters.
MCF Advisors's iShares Morningstar Mid-Cap Value ETF position peaked at $27.4K in Q2 2026.
68 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on MCF Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.