Signature Equity Partners’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Signature Equity Partners’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	$2.04K	Hold	24	–	–	﹤0.01%	1124
2025 Q4	$1.98K	Buy	+24	New	+$1.94K	﹤0.01%	1217

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

Signature Equity Partners's IMCV Position: Q1 2026 in Review

Signature Equity Partners held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q1 2026 at 24 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Signature Equity Partners first reported a position in IMCV in Q4 2025 and has held it in 2 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

Signature Equity Partners held 24 shares of iShares Morningstar Mid-Cap Value ETF worth $2.04K as of Q1 2026.
Signature Equity Partners 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 Signature Equity Partners's portfolio in Q1 2026, its #1124 holding.
Signature Equity Partners first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Signature Equity Partners's 13F filing for Q1 2026, filed 13 May 2026.