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 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 $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

Millstone Evans Group's IMCV Position: Q1 2026 in Review

Millstone Evans Group reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 0.23% in Q1 2026, selling an estimated $7.49K and leaving 38,313 shares worth $3.25M. The position accounts for 1.95% of the portfolio, ranked #8.

Millstone Evans Group first reported a position in IMCV in Q4 2024 and has held it in 6 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

Millstone Evans Group held 38,313 shares of iShares Morningstar Mid-Cap Value ETF worth $3.25M as of Q1 2026.
Millstone Evans Group sold 87 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $7.49K.
iShares Morningstar Mid-Cap Value ETF made up 1.95% of Millstone Evans Group's portfolio in Q1 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 6 quarters since.
172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.