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 Q2	$2.19K	Hold	24	–	–	﹤0.01%	1161
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 $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 $5.3B 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

Signature Equity Partners's IMCV Position: Q2 2026 in Review

Signature Equity Partners held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q2 2026 at 24 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Signature Equity Partners first reported a position in IMCV in Q4 2025 and has held it in 3 quarters since. 170 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Signature Equity Partners held 24 shares of iShares Morningstar Mid-Cap Value ETF worth $2.19K as of Q2 2026.
Signature Equity Partners 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 Signature Equity Partners's portfolio in Q2 2026, its #1161 holding.
Signature Equity Partners first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
170 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.