Revisor Wealth Management
IMCV icon

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
Q3 		$346K Sell
3,626
-119
-3% -$11.4K 0.09% 246
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

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Revisor Wealth Management's IMCV Position: Q3 2026 in Review

Revisor Wealth Management reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 3.2% in Q3 2026, selling an estimated $11.4K and leaving 3,626 shares worth $346K. The position accounts for 0.09% of the portfolio, ranked #246.

Revisor Wealth Management first reported a position in IMCV in Q3 2023 and has held it in 10 quarters since. The position peaked at $395K in Q1 2024. 27 funds tracked by Wall St. Rank hold IMCV as of Q3 2026.

  • Revisor Wealth Management held 3,626 shares of iShares Morningstar Mid-Cap Value ETF worth $346K as of Q3 2026.
  • Revisor Wealth Management sold 119 iShares Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $11.4K.
  • iShares Morningstar Mid-Cap Value ETF made up 0.09% of Revisor Wealth Management's portfolio in Q3 2026, its #246 holding.
  • Revisor Wealth Management first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2023 and has held it in 10 quarters since.
  • Revisor Wealth Management's iShares Morningstar Mid-Cap Value ETF position peaked at $395K in Q1 2024.
  • 27 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Revisor Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.