Principal Securities’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Principal Securities’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	$1.77M	Buy	20,867 +766	+4%	+$65.9K	0.03%	539
2025 Q4	$1.66M	Sell	20,101 -828	-4%	-$66.9K	0.03%	537
2025 Q3	$1.68M	Buy	20,929 +922	+5%	+$72.4K	0.03%	500
2025 Q2	$1.52M	Buy	20,007 +19,425	+3,338%	+$1.41M	0.03%	497
2025 Q1	$43.2K	Hold	582	–	–	﹤0.01%	1818
2024 Q4	$43.2K	Sell	582 -5	-0.9%	-$387	﹤0.01%	1815
2024 Q3	$45K	Hold	587	–	–	﹤0.01%	1742
2024 Q2	$41.2K	Sell	587 -7	-1%	-$495	﹤0.01%	1708
2024 Q1	$43.1K	Sell	594 -21	-3%	-$1.43K	﹤0.01%	1636
2023 Q4	$41.6K	Buy	+615	New	+$38.3K	﹤0.01%	1566

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

Principal Securities's IMCV Position: Q1 2026 in Review

Principal Securities increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 3.8% in Q1 2026, buying an estimated $65.9K and bringing the position to 20,867 shares worth $1.77M. The position accounts for 0.03% of the portfolio, ranked #539.

Principal Securities first reported a position in IMCV in Q4 2023 and has held it in 10 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

Principal Securities held 20,867 shares of iShares Morningstar Mid-Cap Value ETF worth $1.77M as of Q1 2026.
Principal Securities bought 766 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $65.9K.
iShares Morningstar Mid-Cap Value ETF made up 0.03% of Principal Securities's portfolio in Q1 2026, its #539 holding.
Principal Securities first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.