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Nvest Wealth Strategies’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Nvest Wealth Strategies’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 		$3.2K Hold
35
– – ﹤0.01% 172
2026
Q1 		$2.97K Hold
35
– – ﹤0.01% 170
2025
Q4 		$2.88K Buy
+35
New +$2.83K ﹤0.01% 174

Other funds holding IMCV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
MWM
Marietta Wealth Management Marietta, Georgia $971M AUM 25.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Nvest Wealth Strategies's IMCV Position: Q2 2026 in Review

Nvest Wealth Strategies held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q2 2026 at 35 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #172.

Nvest Wealth Strategies first reported a position in IMCV in Q4 2025 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

  • Nvest Wealth Strategies held 35 shares of iShares Morningstar Mid-Cap Value ETF worth $3.2K as of Q2 2026.
  • Nvest Wealth Strategies left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #172 holding.
  • Nvest Wealth Strategies first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 98 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.