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Pinnacle Bancorp’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Pinnacle Bancorp’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 		$4.83K Hold
57
– – ﹤0.01% 812
2025
Q4 		$4.69K Sell
57
-11
-16% -$889 ﹤0.01% 790
2025
Q3 		$5.46K Buy
68
+12
+21% +$943 ﹤0.01% 804
2025
Q2 		$4.25K Buy
+56
New +$4.07K ﹤0.01% 813

Other funds holding IMCV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pinnacle Bancorp's IMCV Position: Q1 2026 in Review

Pinnacle Bancorp held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q1 2026 at 57 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Pinnacle Bancorp first reported a position in IMCV in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.46K in Q3 2025. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

  • Pinnacle Bancorp held 57 shares of iShares Morningstar Mid-Cap Value ETF worth $4.83K as of Q1 2026.
  • Pinnacle Bancorp left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q1 2026.
  • iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q1 2026, its #812 holding.
  • Pinnacle Bancorp first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Pinnacle Bancorp's iShares Morningstar Mid-Cap Value ETF position peaked at $5.46K in Q3 2025.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.