Smartleaf Asset Management’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Smartleaf Asset Management’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	$177K	Buy	2,119 +93	+5%	+$8K	0.01%	833
2025 Q4	$168K	Sell	2,026 -296	-13%	-$23.9K	0.01%	888
2025 Q3	$186K	Buy	2,322 +5	+0.2%	+$393	0.01%	760
2025 Q2	$175K	Buy	2,317 +367	+19%	+$26.7K	0.02%	617
2025 Q1	$143K	Buy	1,950 +422	+28%	+$31.8K	0.01%	686
2024 Q4	$113K	Buy	1,528 +49	+3%	+$3.79K	0.01%	790
2024 Q3	$113K	Buy	1,479 +355	+32%	+$26.1K	0.01%	676
2024 Q2	$78.6K	Sell	1,124 -297	-21%	-$21K	0.01%	637
2024 Q1	$103K	Sell	1,421 -20	-1%	-$1.36K	0.02%	511
2023 Q4	$98K	Buy	+1,441	New	+$89.7K	0.03%	431

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

Smartleaf Asset Management's IMCV Position: Q1 2026 in Review

Smartleaf Asset Management increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 4.6% in Q1 2026, buying an estimated $8K and bringing the position to 2,119 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #833.

Smartleaf Asset Management first reported a position in IMCV in Q4 2023 and has held it in 10 quarters since. The position peaked at $186K in Q3 2025. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

Smartleaf Asset Management held 2,119 shares of iShares Morningstar Mid-Cap Value ETF worth $177K as of Q1 2026.
Smartleaf Asset Management bought 93 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $8K.
iShares Morningstar Mid-Cap Value ETF made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #833 holding.
Smartleaf Asset Management first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's iShares Morningstar Mid-Cap Value ETF position peaked at $186K in Q3 2025.
172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.