MML Investors Services
IMCV icon

MML Investors Services’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

MML Investors Services’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 		$2.25M Sell
26,543
-1,582
-6% -$136K 0.01% 1245
2025
Q4 		$2.32M Sell
28,125
-29,769
-51% -$2.41M 0.01% 1289
2025
Q3 		$4.65M Buy
57,894
+15,474
+36% +$1.22M 0.01% 854
2025
Q2 		$3.22M Buy
42,420
+8,622
+26% +$627K 0.01% 1006
2025
Q1 		$2.51M Sell
33,798
-769
-2% -$57.9K 0.01% 1054
2024
Q4 		$2.57M Buy
34,567
+916
+3% +$70.8K 0.01% 1003
2024
Q3 		$2.58M Sell
33,651
-623
-2% -$45.9K 0.01% 966
2024
Q2 		$2.41M Buy
34,274
+223
+0.7% +$15.8K 0.01% 961
2024
Q1 		$2.47M Sell
34,051
-4,928
-13% -$336K 0.01% 957
2023
Q4 		$2.64M Sell
38,979
-265
-0.7% -$16.5K 0.01% 873
2023
Q3 		$2.38M Sell
39,244
-1,946
-5% -$124K 0.01% 831
2023
Q2 		$2.62M Buy
41,190
+4,786
+13% +$294K 0.01% 781
2023
Q1 		$2.25M Sell
36,404
-2,108
-5% -$135K 0.02% 735
2022
Q4 		$2.39M Buy
38,512
+1,544
+4% +$95.2K 0.02% 755
2022
Q3 		$2.07M Buy
36,968
+2,416
+7% +$150K 0.02% 750
2022
Q2 		$2.05M Buy
34,552
+2,807
+9% +$183K 0.02% 741
2022
Q1 		$2.19M Buy
31,745
+1,535
+5% +$103K 0.02% 751
2021
Q4 		$2.06M Buy
30,210
+4,713
+18% +$313K 0.01% 755
2021
Q3 		$1.61M Buy
25,497
+2,079
+9% +$133K 0.01% 817
2021
Q2 		$1.5M Sell
23,418
-678
-3% -$43.7K 0.01% 833
2021
Q1 		$1.48M Buy
24,096
+366
+2% +$21K 0.01% 760
2020
Q4 		$1.24M Buy
23,730
+522
+2% +$25.5K 0.01% 744
2020
Q3 		$1.01M Buy
23,208
+183
+0.8% +$8.08K 0.01% 759
2020
Q2 		$969K Buy
23,025
+2,757
+14% +$110K 0.01% 725
2020
Q1 		$722K Buy
20,268
+1,338
+7% +$66.2K 0.01% 723
2019
Q4 		$1.06M Sell
18,930
-1,914
-9% -$104K 0.02% 695
2019
Q3 		$1.12M Sell
20,844
-13,047
-38% -$685K 0.02% 634
2019
Q2 		$1.78M Sell
33,891
-32,988
-49% -$1.72M 0.03% 532
2019
Q1 		$3.47M Buy
66,879
+2,058
+3% +$105K 0.05% 319
2018
Q4 		$3M Buy
64,821
+3,114
+5% +$158K 0.05% 323
2018
Q3 		$3.33M Buy
61,707
+11,259
+22% +$612K 0.06% 305
2018
Q2 		$2.68M Buy
50,448
+5,184
+11% +$275K 0.06% 291
2018
Q1 		$2.35M Buy
45,264
+5,754
+15% +$307K 0.05% 313
2017
Q4 		$2.1M Buy
39,510
+3,063
+8% +$158K 0.04% 342
2017
Q3 		$1.84M Buy
36,447
+6,702
+23% +$331K 0.04% 348
2017
Q2 		$1.47M Buy
+29,745
New +$1.46M 0.03% 395

Other funds holding IMCV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MML Investors Services's IMCV Position: Q1 2026 in Review

MML Investors Services reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 5.6% in Q1 2026, selling an estimated $136K and leaving 26,543 shares worth $2.25M. The position accounts for 0.01% of the portfolio, ranked #1245.

MML Investors Services first reported a position in IMCV in Q2 2017 and has held it in 36 quarters since. The position peaked at $4.65M in Q3 2025. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

  • MML Investors Services held 26,543 shares of iShares Morningstar Mid-Cap Value ETF worth $2.25M as of Q1 2026.
  • MML Investors Services sold 1,582 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $136K.
  • iShares Morningstar Mid-Cap Value ETF made up 0.01% of MML Investors Services's portfolio in Q1 2026, its #1245 holding.
  • MML Investors Services first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2017 and has held it in 36 quarters since.
  • MML Investors Services's iShares Morningstar Mid-Cap Value ETF position peaked at $4.65M in Q3 2025.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.