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

rebel Financial’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 		$372K Sell
4,382
-213
-5% -$18.3K 0.16% 54
2025
Q4 		$378K Buy
+4,595
New +$371K 0.16% 57
2025
Q3 		– Sell
-4,342
Closed -$341K – 54
2025
Q2 		$330K Buy
+4,342
New +$316K 0.15% 54

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 $79.5B AUM 27.1% 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

rebel Financial's IMCV Position: Q1 2026 in Review

rebel Financial reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 4.6% in Q1 2026, selling an estimated $18.3K and leaving 4,382 shares worth $372K. The position accounts for 0.16% of the portfolio, ranked #54.

rebel Financial first reported a position in IMCV in Q2 2025 and has held it in 3 quarters since. The position peaked at $378K in Q4 2025. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

  • rebel Financial held 4,382 shares of iShares Morningstar Mid-Cap Value ETF worth $372K as of Q1 2026.
  • rebel Financial sold 213 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $18.3K.
  • iShares Morningstar Mid-Cap Value ETF made up 0.16% of rebel Financial's portfolio in Q1 2026, its #54 holding.
  • rebel Financial first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2025 and has held it in 3 quarters since.
  • rebel Financial's iShares Morningstar Mid-Cap Value ETF position peaked at $378K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on rebel Financial's 13F filing for Q1 2026, filed 24 Apr 2026.