Steward Partners Investment Advisory’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Steward Partners Investment Advisory’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	$39.2K	Buy	+462	New	+$39.7K	﹤0.01%	2911
2025 Q3	–	Sell	-13	Closed	-$988	–	4316
2025 Q2	$988	Hold	13	–	–	﹤0.01%	3863
2025 Q1	$964	Hold	13	–	–	﹤0.01%	3779
2024 Q4	$965	Hold	13	–	–	﹤0.01%	3761
2024 Q3	$996	Hold	13	–	–	﹤0.01%	3530
2024 Q2	$913	Hold	13	–	–	﹤0.01%	3406
2024 Q1	$943	Sell	13 -685	-98%	-$46.8K	﹤0.01%	3382
2023 Q4	$47.3K	Buy	698 +685	+5,269%	+$42.6K	﹤0.01%	2020
2023 Q3	$788	Hold	13	–	–	﹤0.01%	3212
2023 Q2	$828	Hold	13	–	–	﹤0.01%	3151
2023 Q1	$804	Buy	+13	New	+$832	﹤0.01%	3138
2022 Q3	–	Sell	-54	Closed	-$3K	–	3302
2022 Q2	$3K	Hold	54	–	–	﹤0.01%	2917
2022 Q1	$4K	Buy	+54	New	+$3.64K	﹤0.01%	2954
2018 Q4	–	Sell	-627	Closed	-$34K	–	1424
2018 Q3	$34K	Sell	627 -270	-30%	-$14.7K	﹤0.01%	1339
2018 Q2	$48K	Hold	897	–	–	﹤0.01%	1114
2018 Q1	$46K	Buy	897 +354	+65%	+$18.9K	﹤0.01%	1036
2017 Q4	$28K	Buy	543 +273	+101%	+$14.1K	﹤0.01%	1009
2017 Q3	$13K	Hold	270	–	–	﹤0.01%	1044
2017 Q2	$13K	Hold	270	–	–	﹤0.01%	986
2017 Q1	$13K	Hold	270	–	–	﹤0.01%	869
2016 Q4	$13K	Buy	+270	New	+$12.5K	0.01%	516

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

Steward Partners Investment Advisory's IMCV Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in iShares Morningstar Mid-Cap Value ETF (IMCV) in Q1 2026: 462 shares worth $39.2K. The stake represents ﹤0.01% of the portfolio and ranks #2911 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in IMCV as recently as Q2 2025.

Steward Partners Investment Advisory first reported a position in IMCV in Q4 2016 and has held it in 21 quarters since. The position peaked at $48K in Q2 2018. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

Steward Partners Investment Advisory held 462 shares of iShares Morningstar Mid-Cap Value ETF worth $39.2K as of Q1 2026.
iShares Morningstar Mid-Cap Value ETF was a new Steward Partners Investment Advisory position in Q1 2026.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2911 holding.
Steward Partners Investment Advisory first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2016 and has held it in 21 quarters since.
Steward Partners Investment Advisory's iShares Morningstar Mid-Cap Value ETF position peaked at $48K in Q2 2018.
172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.