Plante Moran Financial Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Plante Moran Financial Advisors’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	$293K	Hold	3,453	–	–	0.02%	128
2025 Q4	$284K	Hold	3,453	–	–	0.02%	135
2025 Q3	$277K	Hold	3,453	–	–	0.02%	141
2025 Q2	$262K	Hold	3,453	–	–	0.02%	138
2025 Q1	$256K	Hold	3,453	–	–	0.02%	145
2024 Q4	$256K	Hold	3,453	–	–	0.02%	147
2024 Q3	$265K	Hold	3,453	–	–	0.02%	144
2024 Q2	$243K	Buy	3,453 +153	+5%	+$10.8K	0.02%	154
2024 Q1	$239K	Hold	3,300	–	–	0.03%	156
2023 Q4	$223K	Hold	3,300	–	–	0.02%	155
2023 Q3	$200K	Hold	3,300	–	–	0.02%	143
2023 Q2	$210K	Hold	3,300	–	–	0.02%	145
2023 Q1	$204K	Hold	3,300	–	–	0.03%	148
2022 Q4	$205K	Hold	3,300	–	–	0.03%	153
2022 Q3	$185K	Hold	3,300	–	–	0.03%	151
2022 Q2	$196K	Hold	3,300	–	–	0.03%	149
2022 Q1	$227K	Hold	3,300	–	–	0.04%	148
2021 Q4	$225K	Sell	3,300 -178	-5%	-$11.8K	0.04%	169
2021 Q3	$220K	Buy	3,478 +178	+5%	+$11.4K	0.05%	176
2021 Q2	$212K	Hold	3,300	–	–	0.05%	167
2021 Q1	$203K	Hold	3,300	–	–	0.06%	169
2020 Q4	$172K	Hold	3,300	–	–	0.05%	189
2020 Q3	$144K	Hold	3,300	–	–	0.05%	196
2020 Q2	$139K	Hold	3,300	–	–	0.06%	170
2020 Q1	$118K	Hold	3,300	–	–	0.05%	172
2019 Q4	$186K	Hold	3,300	–	–	0.06%	162
2019 Q3	$177K	Hold	3,300	–	–	0.05%	172
2019 Q2	$173K	Hold	3,300	–	–	0.05%	167
2019 Q1	$171K	Hold	3,300	–	–	0.05%	168
2018 Q4	$153K	Hold	3,300	–	–	0.05%	159
2018 Q3	$178K	Hold	3,300	–	–	0.06%	163
2018 Q2	$175K	Hold	3,300	–	–	0.09%	178
2018 Q1	$172K	Hold	3,300	–	–	0.09%	168
2017 Q4	$175K	Hold	3,300	–	–	0.1%	157
2017 Q3	$166K	Hold	3,300	–	–	0.1%	152
2017 Q2	$163K	Hold	3,300	–	–	0.1%	143
2017 Q1	$163K	Hold	3,300	–	–	0.1%	146
2016 Q4	$159K	Hold	3,300	–	–	0.1%	149
2016 Q3	$147K	Hold	3,300	–	–	0.1%	150
2016 Q2	$139K	Hold	3,300	–	–	0.1%	149
2016 Q1	$136K	Hold	3,300	–	–	0.1%	141
2015 Q4	$131K	Hold	3,300	–	–	0.1%	151
2015 Q3	$126K	Hold	3,300	–	–	0.1%	152
2015 Q2	$136K	Hold	3,300	–	–	0.1%	156
2015 Q1	$139K	Hold	3,300	–	–	0.1%	151
2014 Q4	$137K	Hold	3,300	–	–	0.1%	146
2014 Q3	$132K	Hold	3,300	–	–	0.12%	140
2014 Q2	$137K	Hold	3,300	–	–	0.12%	113
2014 Q1	$130K	Hold	3,300	–	–	0.14%	93
2013 Q4	$126K	Hold	3,300	–	–	0.07%	125
2013 Q3	$115K	Hold	3,300	–	–	0.07%	100
2013 Q2	$107K	Buy	+3,300	New	+$107K	0.08%	96

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

Plante Moran Financial Advisors's IMCV Position: Q1 2026 in Review

Plante Moran Financial Advisors held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q1 2026 at 3,453 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #128.

Plante Moran Financial Advisors first reported a position in IMCV in Q2 2013 and has held it in 52 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

Plante Moran Financial Advisors held 3,453 shares of iShares Morningstar Mid-Cap Value ETF worth $293K as of Q1 2026.
Plante Moran Financial Advisors left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Morningstar Mid-Cap Value ETF made up 0.02% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #128 holding.
Plante Moran Financial Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2013 and has held it in 52 quarters since.
172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.