MFG
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Merit Financial Group’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Merit Financial 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
Q2 		$2.69M Buy
29,399
+1,360
+5% +$121K 0.02% 620
2026
Q1 		$2.38M Buy
28,039
+267
+1% +$23K 0.02% 602
2025
Q4 		$2.29M Buy
27,772
+179
+0.6% +$14.5K 0.02% 596
2025
Q3 		$2.22M Buy
27,593
+143
+0.5% +$11.2K 0.02% 541
2025
Q2 		$2.09M Buy
27,450
+3,015
+12% +$219K 0.02% 506
2025
Q1 		$1.81M Sell
24,435
-1,912
-7% -$144K 0.03% 457
2024
Q4 		$1.96M Sell
26,347
-998
-4% -$77.1K 0.04% 358
2024
Q3 		$2.1M Sell
27,345
-641
-2% -$47.2K 0.05% 268
2024
Q2 		$1.97M Sell
27,986
-478
-2% -$33.8K 0.04% 271
2024
Q1 		$2M Sell
28,464
-1,621
-5% -$111K 0.05% 265
2023
Q4 		$2.04M Buy
30,085
+10,336
+52% +$643K 0.06% 204
2023
Q3 		$1.2M Buy
19,749
+244
+1% +$15.6K 0.04% 298
2023
Q2 		$1.24M Buy
19,505
+391
+2% +$24K 0.04% 297
2023
Q1 		$1.18M Sell
19,114
-2,254
-11% -$144K 0.04% 265
2022
Q4 		$1.33M Buy
21,368
+2,587
+14% +$160K 0.05% 249
2022
Q3 		$1.05M Buy
+18,781
New +$1.17M 0.05% 238

Other funds holding IMCV

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Merit Financial Group's IMCV Position: Q2 2026 in Review

Merit Financial Group increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 4.9% in Q2 2026, buying an estimated $121K and bringing the position to 29,399 shares worth $2.69M. The position accounts for 0.02% of the portfolio, ranked #620.

Merit Financial Group first reported a position in IMCV in Q3 2022 and has held it in 16 quarters since. 17 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

  • Merit Financial Group held 29,399 shares of iShares Morningstar Mid-Cap Value ETF worth $2.69M as of Q2 2026.
  • Merit Financial Group bought 1,360 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $121K.
  • iShares Morningstar Mid-Cap Value ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #620 holding.
  • Merit Financial Group first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.