Millstone Evans Group’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Millstone Evans 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	$3.36M	Sell	36,762 -1,551	-4%	-$138K	1.82%	8
2026 Q1	$3.25M	Sell	38,313 -87	-0.2%	-$7.49K	1.95%	8
2025 Q4	$3.16M	Buy	38,400 +2,195	+6%	+$177K	1.86%	9
2025 Q3	$2.91M	Sell	36,205 -2,578	-7%	-$203K	1.85%	10
2025 Q2	$2.95M	Sell	38,783 -1,228	-3%	-$89.3K	2.01%	8
2025 Q1	$2.97M	Sell	40,011 -1,800	-4%	-$135K	2.01%	7
2024 Q4	$3.1M	Buy	+41,811	New	+$3.23M	2.12%	6

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

Millstone Evans Group's IMCV Position: Q2 2026 in Review

Millstone Evans Group reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 4% in Q2 2026, selling an estimated $138K and leaving 36,762 shares worth $3.36M. The position accounts for 1.82% of the portfolio, ranked #8.

Millstone Evans Group first reported a position in IMCV in Q4 2024 and has held it in 7 quarters since. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Millstone Evans Group held 36,762 shares of iShares Morningstar Mid-Cap Value ETF worth $3.36M as of Q2 2026.
Millstone Evans Group sold 1,551 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $138K.
iShares Morningstar Mid-Cap Value ETF made up 1.82% of Millstone Evans Group's portfolio in Q2 2026, its #8 holding.
Millstone Evans Group first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.