Orgel Wealth Management’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Orgel Wealth Management’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	$31.2M	Sell	341,915 -912	-0.3%	-$81.2K	0.59%	22
2026 Q1	$29.1M	Sell	342,827 -15,389	-4%	-$1.32M	0.63%	23
2025 Q4	$29.5M	Sell	358,216 -1,979	-0.5%	-$160K	0.65%	23
2025 Q3	$28.9M	Buy	360,195 +218	+0.1%	+$17.1K	0.66%	23
2025 Q2	$27.4M	Buy	359,977 +19,452	+6%	+$1.42M	0.66%	23
2025 Q1	$25.3M	Sell	340,525 -2,837	-0.8%	-$214K	0.66%	22
2024 Q4	$25.5M	Sell	343,362 -1,596	-0.5%	-$123K	0.67%	22
2024 Q3	$26.4M	Sell	344,958 -2,888	-0.8%	-$213K	0.66%	24
2024 Q2	$24.4M	Sell	347,846 -4,514	-1%	-$319K	0.66%	23
2024 Q1	$25.6M	Sell	352,360 -6,001	-2%	-$410K	0.7%	23
2023 Q4	$24.3M	Buy	358,361 +32,412	+10%	+$2.02M	0.72%	24
2023 Q3	$19.7M	Buy	325,949 +36,277	+13%	+$2.32M	0.67%	21
2023 Q2	$18.5M	Buy	289,672 +6,004	+2%	+$368K	0.61%	25
2023 Q1	$17.6M	Buy	283,668 +108,017	+61%	+$6.92M	0.63%	25
2022 Q4	$10.9M	Buy	175,651 +143,541	+447%	+$8.85M	0.42%	26
2022 Q3	$1.8M	Buy	32,110 +26,413	+464%	+$1.64M	0.09%	31
2022 Q2	$338K	Buy	+5,697	New	+$371K	0.02%	48

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

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

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Orgel Wealth Management's IMCV Position: Q2 2026 in Review

Orgel Wealth Management reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 0.27% in Q2 2026, selling an estimated $81.2K and leaving 341,915 shares worth $31.2M. The position accounts for 0.59% of the portfolio, ranked #22.

Orgel Wealth Management first reported a position in IMCV in Q2 2022 and has held it in 17 quarters since. 168 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Orgel Wealth Management held 341,915 shares of iShares Morningstar Mid-Cap Value ETF worth $31.2M as of Q2 2026.
Orgel Wealth Management sold 912 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $81.2K.
iShares Morningstar Mid-Cap Value ETF made up 0.59% of Orgel Wealth Management's portfolio in Q2 2026, its #22 holding.
Orgel Wealth Management first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
168 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.