Russell Investments Group
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Russell Investments Group’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Russell Investments Group’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 		$29.8K Hold
351
– – ﹤0.01% 3495
2025
Q4 		$28.9K Buy
351
+280
+394% +$22.6K ﹤0.01% 3498
2025
Q3 		$5.74K Hold
71
– – ﹤0.01% 3877
2025
Q2 		$5.39K Hold
71
– – ﹤0.01% 3435
2025
Q1 		$5.24K Buy
71
+1
+1% +$75 ﹤0.01% 3347
2024
Q4 		$5.21K Hold
70
– – ﹤0.01% 3277
2024
Q3 		$5.34K Buy
70
+1
+1% +$74 ﹤0.01% 3201
2024
Q2 		$4.86K Hold
69
– – ﹤0.01% 3220
2024
Q1 		$4.99K Sell
69
-46
-40% -$3.14K ﹤0.01% 2944
2023
Q4 		$7.75K Buy
115
+2
+2% +$125 ﹤0.01% 2852
2023
Q3 		$6.84K Hold
113
– – ﹤0.01% 3091
2023
Q2 		$7.19K Buy
+113
New +$6.93K ﹤0.01% 3033

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

Russell Investments Group's IMCV Position: Q1 2026 in Review

Russell Investments Group held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q1 2026 at 351 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3495.

Russell Investments Group first reported a position in IMCV in Q2 2023 and has held it in 12 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

  • Russell Investments Group held 351 shares of iShares Morningstar Mid-Cap Value ETF worth $29.8K as of Q1 2026.
  • Russell Investments Group left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q1 2026.
  • iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Russell Investments Group's portfolio in Q1 2026, its #3495 holding.
  • Russell Investments Group first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.