Sentinel Advisory Group’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Sentinel Advisory 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	$896K	Sell	9,809 -409	-4%	-$36.4K	0.37%	29
2026 Q1	$866K	Buy	+10,218	New	+$879K	0.42%	27

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

Sentinel Advisory Group's IMCV Position: Q2 2026 in Review

Sentinel Advisory Group reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 4% in Q2 2026, selling an estimated $36.4K and leaving 9,809 shares worth $896K. The position accounts for 0.37% of the portfolio, ranked #29.

Sentinel Advisory Group first reported a position in IMCV in Q1 2026 and has held it in 2 quarters since. 168 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Sentinel Advisory Group held 9,809 shares of iShares Morningstar Mid-Cap Value ETF worth $896K as of Q2 2026.
Sentinel Advisory Group sold 409 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $36.4K.
iShares Morningstar Mid-Cap Value ETF made up 0.37% of Sentinel Advisory Group's portfolio in Q2 2026, its #29 holding.
Sentinel Advisory Group first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
168 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Sentinel Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.