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 Q2	$30.3K	Sell	331 -20	-6%	-$1.78K	﹤0.01%	3735
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

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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 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

Russell Investments Group's IMCV Position: Q2 2026 in Review

Russell Investments Group reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 5.7% in Q2 2026, selling an estimated $1.78K and leaving 331 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3735.

Russell Investments Group first reported a position in IMCV in Q2 2023 and has held it in 13 quarters since. 170 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Russell Investments Group held 331 shares of iShares Morningstar Mid-Cap Value ETF worth $30.3K as of Q2 2026.
Russell Investments Group sold 20 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $1.78K.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #3735 holding.
Russell Investments Group first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
170 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.