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

Portland 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
Q2 		$248K Buy
2,712
+112
+4% +$9.97K 0.45% 70
2026
Q1 		$220K Hold
2,600
– – 0.46% 72
2025
Q4 		$214K Hold
2,600
– – 0.46% 70
2025
Q3 		$209K Buy
+2,600
New +$204K 0.45% 70

Other funds holding IMCV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Portland Financial Advisors's IMCV Position: Q2 2026 in Review

Portland Financial Advisors increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 4.3% in Q2 2026, buying an estimated $9.97K and bringing the position to 2,712 shares worth $248K. The position accounts for 0.45% of the portfolio, ranked #70.

Portland Financial Advisors first reported a position in IMCV in Q3 2025 and has held it in 4 quarters since. 168 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

  • Portland Financial Advisors held 2,712 shares of iShares Morningstar Mid-Cap Value ETF worth $248K as of Q2 2026.
  • Portland Financial Advisors bought 112 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $9.97K.
  • iShares Morningstar Mid-Cap Value ETF made up 0.45% of Portland Financial Advisors's portfolio in Q2 2026, its #70 holding.
  • Portland Financial Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Portland Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.