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 Q2	$14.1K	Hold	153	–	–	﹤0.01%	1405
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 $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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

Salomon & Ludwin's IMCV Position: Q2 2026 in Review

Salomon & Ludwin held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q2 2026 at 153 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Salomon & Ludwin first reported a position in IMCV in Q3 2023 and has held it in 12 quarters since. The position peaked at $172K in Q1 2024. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Salomon & Ludwin held 153 shares of iShares Morningstar Mid-Cap Value ETF worth $14.1K as of Q2 2026.
Salomon & Ludwin left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1405 holding.
Salomon & Ludwin first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
Salomon & Ludwin's iShares Morningstar Mid-Cap Value ETF position peaked at $172K in Q1 2024.
169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.