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Runnymede Capital Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Runnymede Capital Advisors’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 		– Sell
-5,504
Closed -$453K – 95
2025
Q4 		$453K Buy
+5,504
New +$445K 0.26% 67

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

Runnymede Capital Advisors's IMCV Position: Q1 2026 in Review

Runnymede Capital Advisors sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q1 2026, closing a stake of 5,504 shares — an estimated $453K sold.

Runnymede Capital Advisors first reported a position in IMCV in Q4 2025 and held it in 1 quarter. The position peaked at $453K in Q4 2025. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

  • Runnymede Capital Advisors reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Runnymede Capital Advisors sold 5,504 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $453K.
  • Runnymede Capital Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • Runnymede Capital Advisors's iShares Morningstar Mid-Cap Value ETF position peaked at $453K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Runnymede Capital Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.