&Partners’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

&Partners’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	$210K	Buy	+2,477	New	+$213K	﹤0.01%	2223

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

&Partners's IMCV Position: Q1 2026 in Review

&Partners opened a new position in iShares Morningstar Mid-Cap Value ETF (IMCV) in Q1 2026: 2,477 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #2223 among its holdings.

172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

&Partners held 2,477 shares of iShares Morningstar Mid-Cap Value ETF worth $210K as of Q1 2026.
iShares Morningstar Mid-Cap Value ETF was a new &Partners position in Q1 2026.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2223 holding.
172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.