Prime Capital Investment Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Prime Capital Investment 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	$485K	Hold	5,304	–	–	﹤0.01%	706
2026 Q1	$450K	Hold	5,304	–	–	0.01%	698
2025 Q4	$437K	Hold	5,304	–	–	0.01%	693
2025 Q3	$426K	Hold	5,304	–	–	0.01%	689
2025 Q2	$403K	Hold	5,304	–	–	0.01%	678
2025 Q1	$394K	Hold	5,304	–	–	﹤0.01%	742
2024 Q4	$394K	Hold	5,304	–	–	0.01%	636
2024 Q3	$406K	Hold	5,304	–	–	0.01%	649
2024 Q2	$373K	Hold	5,304	–	–	0.01%	661
2024 Q1	$385K	Hold	5,304	–	–	0.01%	699
2023 Q4	$359K	Hold	5,304	–	–	0.01%	688
2023 Q3	$321K	Hold	5,304	–	–	0.01%	567
2023 Q2	$338K	Hold	5,304	–	–	0.01%	572
2023 Q1	$328K	Hold	5,304	–	–	0.01%	417
2022 Q4	$329K	Hold	5,304	–	–	0.01%	407
2022 Q3	$297K	Hold	5,304	–	–	0.02%	307
2022 Q2	$315K	Sell	5,304 -6	-0.1%	-$390	0.02%	287
2022 Q1	$363K	Hold	5,310	–	–	0.02%	274
2021 Q4	$363K	Buy	5,310 +6	+0.1%	+$399	0.02%	274
2021 Q3	$335K	Hold	5,304	–	–	0.02%	246
2021 Q2	$341K	Hold	5,304	–	–	0.02%	293
2021 Q1	$326K	Hold	5,304	–	–	0.02%	221
2020 Q4	$277K	Sell	5,304 -1,665	-24%	-$81.4K	0.02%	216
2020 Q3	$304K	Hold	6,969	–	–	0.03%	220
2020 Q2	$293K	Hold	6,969	–	–	0.03%	209
2020 Q1	$248K	Hold	6,969	–	–	0.03%	185
2019 Q4	$392K	Hold	6,969	–	–	0.04%	163
2019 Q3	$374K	Hold	6,969	–	–	0.06%	166
2019 Q2	$366K	Hold	6,969	–	–	0.07%	154
2019 Q1	$362K	Buy	+6,969	New	+$355K	0.11%	111
2018 Q4	–	Sell	-6,969	Closed	-$376K	–	389
2018 Q3	$376K	Hold	6,969	–	–	0.12%	105
2018 Q2	$370K	Hold	6,969	–	–	0.16%	99
2018 Q1	$362K	Hold	6,969	–	–	0.26%	76
2017 Q4	$370K	Buy	+6,969	New	+$359K	0.29%	73

Other funds holding IMCV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Granville Capital Greensboro, North Carolina $224M AUM

MWM

Marietta Wealth Management Marietta, Georgia $971M AUM 25.37% 1-Year Est. Return

swisspartners Advisors Zurich, Switzerland $148M AUM 36.75% 1-Year Est. Return

Prime Capital Investment Advisors's IMCV Position: Q2 2026 in Review

Prime Capital Investment Advisors held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q2 2026 at 5,304 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Prime Capital Investment Advisors first reported a position in IMCV in Q4 2017 and has held it in 34 quarters since. 137 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Prime Capital Investment Advisors held 5,304 shares of iShares Morningstar Mid-Cap Value ETF worth $485K as of Q2 2026.
Prime Capital Investment Advisors left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #706 holding.
Prime Capital Investment Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2017 and has held it in 34 quarters since.
137 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.