Revisor Wealth Management’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Revisor Wealth Management’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	$342K	Buy	3,745 +1,218	+48%	+$108K	0.08%	273
2026 Q1	$214K	Sell	2,527 -101	-4%	-$8.69K	0.06%	309
2025 Q4	$225K	Sell	2,628 -608	-19%	-$49.1K	0.06%	292
2025 Q3	$258K	Sell	3,236 -192	-6%	-$15.1K	0.09%	232
2025 Q2	$267K	Sell	3,428 -160	-4%	-$11.6K	0.1%	228
2025 Q1	$266K	Buy	3,588 +573	+19%	+$43.1K	0.12%	184
2024 Q4	$226K	Buy	+3,015	New	+$233K	0.21%	106
2024 Q2	–	Sell	-5,636	Closed	-$395K	–	177
2024 Q1	$395K	Buy	+5,636	New	+$385K	0.18%	138
2023 Q4	–	Sell	-3,476	Closed	-$211K	–	151
2023 Q3	$211K	Buy	+3,476	New	+$222K	0.18%	145

Other funds holding IMCV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Revisor Wealth Management's IMCV Position: Q2 2026 in Review

Revisor Wealth Management increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 48% in Q2 2026, buying an estimated $108K and bringing the position to 3,745 shares worth $342K. The position accounts for 0.08% of the portfolio, ranked #273.

Revisor Wealth Management first reported a position in IMCV in Q3 2023 and has held it in 9 quarters since. The position peaked at $395K in Q1 2024. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Revisor Wealth Management held 3,745 shares of iShares Morningstar Mid-Cap Value ETF worth $342K as of Q2 2026.
Revisor Wealth Management bought 1,218 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $108K.
iShares Morningstar Mid-Cap Value ETF made up 0.08% of Revisor Wealth Management's portfolio in Q2 2026, its #273 holding.
Revisor Wealth Management first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2023 and has held it in 9 quarters since.
Revisor Wealth Management's iShares Morningstar Mid-Cap Value ETF position peaked at $395K in Q1 2024.
169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.