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NewEdge Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

NewEdge Advisors’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 		$164K Buy
1,932
+4
+0.2% +$344 ﹤0.01% 2654
2025
Q4 		$159K Sell
1,928
-8
-0.4% -$646 ﹤0.01% 2646
2025
Q3 		$156K Buy
1,936
+991
+105% +$77.9K ﹤0.01% 2476
2025
Q2 		$71.8K Buy
945
+5
+0.5% +$364 ﹤0.01% 2553
2025
Q1 		$69.7K Sell
940
-82
-8% -$6.17K ﹤0.01% 2424
2024
Q4 		$75.9K Sell
1,022
-27
-3% -$2.09K ﹤0.01% 2371
2024
Q3 		$80.4K Buy
1,049
+706
+206% +$52K ﹤0.01% 2267
2024
Q2 		$24.1K Sell
343
-313
-48% -$22.1K ﹤0.01% 2575
2024
Q1 		$47.6K Sell
656
-107
-14% -$7.3K ﹤0.01% 2328
2023
Q4 		$51.7K Buy
763
+705
+1,216% +$43.9K ﹤0.01% 2219
2023
Q3 		$3.49K Hold
58
– – ﹤0.01% 2908
2023
Q2 		$3.67K Buy
58
+1
+2% +$61 ﹤0.01% 2914
2023
Q1 		$3.54K Sell
57
-1,998
-97% -$128K ﹤0.01% 2885
2022
Q4 		$124K Buy
+2,055
New +$127K ﹤0.01% 1358
2017
Q3 		– Sell
-93
Closed -$4.57K – 714
2017
Q2 		$4.57K Buy
+93
New +$4.57K ﹤0.01% 1166

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

NewEdge Advisors's IMCV Position: Q1 2026 in Review

NewEdge Advisors increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 0.21% in Q1 2026, buying an estimated $344 and bringing the position to 1,932 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #2654.

NewEdge Advisors first reported a position in IMCV in Q2 2017 and has held it in 15 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

  • NewEdge Advisors held 1,932 shares of iShares Morningstar Mid-Cap Value ETF worth $164K as of Q1 2026.
  • NewEdge Advisors bought 4 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $344.
  • iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2654 holding.
  • NewEdge Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2017 and has held it in 15 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.