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

PCA Investment Advisory Services’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	$1.26M	Sell	13,755 -97	-0.7%	-$8.63K	0.35%	38
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

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

PCA Investment Advisory Services's IMCV Position: Q2 2026 in Review

PCA Investment Advisory Services reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 0.7% in Q2 2026, selling an estimated $8.63K and leaving 13,755 shares worth $1.26M. The position accounts for 0.35% of the portfolio, ranked #38.

PCA Investment Advisory Services first reported a position in IMCV in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.71M in Q2 2023. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

PCA Investment Advisory Services held 13,755 shares of iShares Morningstar Mid-Cap Value ETF worth $1.26M as of Q2 2026.
PCA Investment Advisory Services sold 97 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $8.63K.
iShares Morningstar Mid-Cap Value ETF made up 0.35% of PCA Investment Advisory Services's portfolio in Q2 2026, its #38 holding.
PCA Investment Advisory Services first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
PCA Investment Advisory Services's iShares Morningstar Mid-Cap Value ETF position peaked at $1.71M in Q2 2023.
169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on PCA Investment Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.