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

Operose 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	$54.4K	Hold	642	–	–	0.01%	273
2025 Q4	$52.9K	Hold	642	–	–	0.01%	283
2025 Q3	$51.6K	Hold	642	–	–	0.01%	253
2025 Q2	$48.8K	Hold	642	–	–	0.01%	230
2025 Q1	$47.6K	Hold	642	–	–	0.02%	215
2024 Q4	$47.7K	Hold	642	–	–	0.02%	210
2024 Q3	$49.2K	Hold	642	–	–	0.02%	275
2024 Q2	$45.1K	Hold	642	–	–	0.02%	248
2024 Q1	$46.6K	Hold	642	–	–	0.02%	250
2023 Q4	$43.5K	Hold	642	–	–	0.02%	237
2023 Q3	$38.9K	Hold	642	–	–	0.02%	357
2023 Q2	$40.9K	Hold	642	–	–	0.02%	174
2023 Q1	$39.7K	Hold	642	–	–	0.02%	171
2022 Q4	$39.8K	Hold	642	–	–	0.02%	172
2022 Q3	$36K	Hold	642	–	–	0.02%	170
2022 Q2	$38K	Hold	642	–	–	0.03%	156
2022 Q1	$44K	Hold	642	–	–	0.03%	159
2021 Q4	$44K	Buy	+642	New	+$42.7K	0.04%	149

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

Operose Advisors's IMCV Position: Q1 2026 in Review

Operose Advisors held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q1 2026 at 642 shares worth $54.4K. The position accounts for 0.01% of the portfolio, ranked #273.

Operose Advisors first reported a position in IMCV in Q4 2021 and has held it in 18 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

Operose Advisors held 642 shares of iShares Morningstar Mid-Cap Value ETF worth $54.4K as of Q1 2026.
Operose Advisors left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Morningstar Mid-Cap Value ETF made up 0.01% of Operose Advisors's portfolio in Q1 2026, its #273 holding.
Operose Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.