McIlrath & Eck’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

McIlrath & Eck’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	$45.8K	Hold	540	–	–	﹤0.01%	567
2025 Q4	$44.5K	Hold	540	–	–	﹤0.01%	368
2025 Q3	$43.4K	Hold	540	–	–	﹤0.01%	351
2025 Q2	$41K	Hold	540	–	–	﹤0.01%	358
2025 Q1	$40.1K	Hold	540	–	–	﹤0.01%	363
2024 Q4	$40.1K	Hold	540	–	–	0.01%	364
2024 Q3	$41.4K	Hold	540	–	–	0.01%	351
2024 Q2	$37.9K	Hold	540	–	–	0.01%	326
2024 Q1	$39.2K	Hold	540	–	–	0.01%	321
2023 Q4	$36.6K	Hold	540	–	–	0.01%	309
2023 Q3	$32.7K	Hold	540	–	–	0.01%	329
2023 Q2	$34.4K	Hold	540	–	–	0.01%	323
2023 Q1	$33.4K	Hold	540	–	–	0.01%	319
2022 Q4	$33.5K	Hold	540	–	–	0.01%	317
2022 Q3	$30K	Hold	540	–	–	0.01%	336
2022 Q2	$32K	Hold	540	–	–	0.01%	305
2022 Q1	$37K	Hold	540	–	–	0.01%	286
2021 Q4	$37K	Hold	540	–	–	0.01%	292
2021 Q3	$34K	Hold	540	–	–	0.01%	298
2021 Q2	$35K	Hold	540	–	–	0.01%	285
2021 Q1	$33K	Hold	540	–	–	0.01%	256
2020 Q4	$28K	Hold	540	–	–	0.01%	249
2020 Q3	$24K	Hold	540	–	–	0.01%	229
2020 Q2	$23K	Hold	540	–	–	0.01%	213
2020 Q1	$19K	Hold	540	–	–	0.01%	198
2019 Q4	$30K	Hold	540	–	–	0.01%	184
2019 Q3	$29K	Hold	540	–	–	0.02%	173
2019 Q2	$28K	Hold	540	–	–	0.02%	170
2019 Q1	$28K	Hold	540	–	–	0.02%	170
2018 Q4	$25K	Hold	540	–	–	0.02%	166
2018 Q3	$29K	Hold	540	–	–	0.02%	167
2018 Q2	$29K	Hold	540	–	–	0.02%	153
2018 Q1	$28K	Hold	540	–	–	0.02%	149
2017 Q4	$29K	Buy	+540	New	+$27.8K	0.02%	161

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

McIlrath & Eck's IMCV Position: Q1 2026 in Review

McIlrath & Eck held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q1 2026 at 540 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

McIlrath & Eck first reported a position in IMCV in Q4 2017 and has held it in 34 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

McIlrath & Eck held 540 shares of iShares Morningstar Mid-Cap Value ETF worth $45.8K as of Q1 2026.
McIlrath & Eck 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 McIlrath & Eck's portfolio in Q1 2026, its #567 holding.
McIlrath & Eck first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2017 and has held it in 34 quarters since.
172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.