PCA Investment Advisory Services’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.17M Buy
13,852
+15
+0.1% +$1.29K 0.39% 36
2025
Q4
$1.14M Buy
13,837
+313
+2% +$25.3K 0.4% 35
2025
Q3
$1.09M Sell
13,524
-464
-3% -$36.5K 0.4% 36
2025
Q2
$1.06M Buy
13,988
+22
+0.2% +$1.6K 0.45% 35
2025
Q1
$1.04M Sell
13,966
-3,223
-19% -$243K 0.55% 33
2024
Q4
$1.28M Sell
17,189
-742
-4% -$57.4K 0.59% 30
2024
Q3
$1.37M Buy
17,931
+1,187
+7% +$87.4K 0.65% 29
2024
Q2
$1.18M Sell
16,744
-378
-2% -$26.7K 0.62% 30
2024
Q1
$1.24M Buy
17,122
+3,162
+23% +$216K 0.7% 29
2023
Q4
$945K Sell
13,960
-13,084
-48% -$815K 0.62% 31
2023
Q3
$1.64M Buy
27,044
+162
+0.6% +$10.3K 1.17% 24
2023
Q2
$1.71M Buy
26,882
+2,603
+11% +$160K 1.02% 23
2023
Q1
$1.5M Buy
+24,279
New +$1.55M 1.06% 22

Other funds holding IMCV

PCA Investment Advisory Services's IMCV Position: Q1 2026 in Review

PCA Investment Advisory Services increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 0.11% in Q1 2026, buying an estimated $1.29K and bringing the position to 13,852 shares worth $1.17M. The position accounts for 0.39% of the portfolio, ranked #36.

PCA Investment Advisory Services first reported a position in IMCV in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.71M in Q2 2023. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

  • PCA Investment Advisory Services held 13,852 shares of iShares Morningstar Mid-Cap Value ETF worth $1.17M as of Q1 2026.
  • PCA Investment Advisory Services bought 15 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $1.29K.
  • iShares Morningstar Mid-Cap Value ETF made up 0.39% of PCA Investment Advisory Services's portfolio in Q1 2026, its #36 holding.
  • PCA Investment Advisory Services first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
  • PCA Investment Advisory Services's iShares Morningstar Mid-Cap Value ETF position peaked at $1.71M in Q2 2023.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on PCA Investment Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.