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 Q2	$394K	Buy	4,311 +2,379	+123%	+$212K	﹤0.01%	2301
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 $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

NewEdge Advisors's IMCV Position: Q2 2026 in Review

NewEdge Advisors increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 123% in Q2 2026, buying an estimated $212K and bringing the position to 4,311 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #2301.

NewEdge Advisors first reported a position in IMCV in Q2 2017 and has held it in 16 quarters since. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

NewEdge Advisors held 4,311 shares of iShares Morningstar Mid-Cap Value ETF worth $394K as of Q2 2026.
NewEdge Advisors bought 2,379 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $212K.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2301 holding.
NewEdge Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2017 and has held it in 16 quarters since.
169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.