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Retirement Planning Group (Kansas)’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Retirement Planning Group (Kansas)’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 		$1.34M Sell
15,790
-521
-3% -$44.8K 0.04% 180
2025
Q4 		$1.34M Sell
16,311
-322
-2% -$26K 0.04% 162
2025
Q3 		$1.34M Sell
16,633
-147
-0.9% -$11.6K 0.05% 154
2025
Q2 		$1.27M Sell
16,780
-1,187
-7% -$86.4K 0.05% 123
2025
Q1 		$1.33M Sell
17,967
-1,139
-6% -$85.7K 0.06% 108
2024
Q4 		$1.42M Buy
19,106
+366
+2% +$28.3K 0.07% 104
2024
Q3 		$1.44M Sell
18,740
-4,276
-19% -$315K 0.08% 105
2024
Q2 		$1.62M Sell
23,016
-1,814
-7% -$128K 0.1% 79
2024
Q1 		$1.8M Sell
24,830
-614
-2% -$41.9K 0.14% 70
2023
Q4 		$1.72M Sell
25,444
-2,736
-10% -$170K 0.15% 53
2023
Q3 		$1.71M Sell
28,180
-1,283
-4% -$82K 0.18% 46
2023
Q2 		$1.88M Sell
29,463
-3,167
-10% -$194K 0.19% 44
2023
Q1 		$2.02M Sell
32,630
-5,157
-14% -$330K 0.22% 40
2022
Q4 		$2.34M Buy
37,787
+20,761
+122% +$1.28M 0.27% 37
2022
Q3 		$952K Buy
+17,026
New +$1.06M 0.12% 58

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 $71.6B AUM 21.08% 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

Retirement Planning Group (Kansas)'s IMCV Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 3.2% in Q1 2026, selling an estimated $44.8K and leaving 15,790 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #180.

Retirement Planning Group (Kansas) first reported a position in IMCV in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.34M in Q4 2022. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

  • Retirement Planning Group (Kansas) held 15,790 shares of iShares Morningstar Mid-Cap Value ETF worth $1.34M as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 521 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $44.8K.
  • iShares Morningstar Mid-Cap Value ETF made up 0.04% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #180 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2022 and has held it in 15 quarters since.
  • Retirement Planning Group (Kansas)'s iShares Morningstar Mid-Cap Value ETF position peaked at $2.34M in Q4 2022.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.