Salomon & Ludwin’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Salomon & Ludwin’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	$13K	Sell	153 -8	-5%	-$688	﹤0.01%	1376
2025 Q4	$13.5K	Sell	161 -1	-0.6%	-$81	﹤0.01%	1216
2025 Q3	$13.1K	Hold	162	–	–	﹤0.01%	1109
2025 Q2	$12.5K	Hold	162	–	–	﹤0.01%	457
2025 Q1	$12K	Hold	162	–	–	﹤0.01%	432
2024 Q4	$12K	Sell	162 -8	-5%	-$618	﹤0.01%	426
2024 Q3	$13K	Hold	170	–	–	﹤0.01%	422
2024 Q2	$11.9K	Sell	170 -2,206	-93%	-$156K	﹤0.01%	424
2024 Q1	$172K	Sell	2,376 -144	-6%	-$9.83K	0.01%	199
2023 Q4	$153K	Hold	2,520	–	–	0.02%	189
2023 Q3	$153K	Buy	+2,520	New	+$161K	0.02%	189

Other funds holding IMCV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Salomon & Ludwin's IMCV Position: Q1 2026 in Review

Salomon & Ludwin reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 5% in Q1 2026, selling an estimated $688 and leaving 153 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Salomon & Ludwin first reported a position in IMCV in Q3 2023 and has held it in 11 quarters since. The position peaked at $172K in Q1 2024. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

Salomon & Ludwin held 153 shares of iShares Morningstar Mid-Cap Value ETF worth $13K as of Q1 2026.
Salomon & Ludwin sold 8 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $688.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1376 holding.
Salomon & Ludwin first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2023 and has held it in 11 quarters since.
Salomon & Ludwin's iShares Morningstar Mid-Cap Value ETF position peaked at $172K in Q1 2024.
172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.