&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 Q2	$226K	Hold	2,477	–	–	﹤0.01%	2309
2026 Q1	$210K	Buy	+2,477	New	+$213K	﹤0.01%	2223

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

&Partners's IMCV Position: Q2 2026 in Review

&Partners held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q2 2026 at 2,477 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #2309.

&Partners first reported a position in IMCV in Q1 2026 and has held it in 2 quarters since. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

&Partners held 2,477 shares of iShares Morningstar Mid-Cap Value ETF worth $226K as of Q2 2026.
&Partners 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 &Partners's portfolio in Q2 2026, its #2309 holding.
&Partners first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.