Stifel Financial
IMCV icon

Stifel Financial’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Stifel Financial’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 		$3.8M Sell
44,779
-999
-2% -$85.9K ﹤0.01% 1526
2025
Q4 		$3.77M Buy
45,778
+405
+0.9% +$32.7K ﹤0.01% 1499
2025
Q3 		$3.65M Buy
45,373
+1,871
+4% +$147K ﹤0.01% 1479
2025
Q2 		$3.31M Buy
43,502
+396
+0.9% +$28.8K ﹤0.01% 1492
2025
Q1 		$3.2M Buy
43,106
+175
+0.4% +$13.2K ﹤0.01% 1440
2024
Q4 		$3.19M Buy
42,931
+1,997
+5% +$154K ﹤0.01% 1470
2024
Q3 		$3.14M Buy
40,934
+2,185
+6% +$161K ﹤0.01% 1492
2024
Q2 		$2.72M Buy
38,749
+1,394
+4% +$98.6K ﹤0.01% 1514
2024
Q1 		$2.71M Buy
37,355
+1,245
+3% +$85K ﹤0.01% 1515
2023
Q4 		$2.45M Buy
36,110
+459
+1% +$28.6K ﹤0.01% 1534
2023
Q3 		$2.16M Buy
35,651
+922
+3% +$58.9K ﹤0.01% 1546
2023
Q2 		$2.21M Sell
34,729
-201
-0.6% -$12.3K ﹤0.01% 1559
2023
Q1 		$2.16M Buy
34,930
+1,360
+4% +$87.1K ﹤0.01% 1525
2022
Q4 		$2.08M Sell
33,570
-440
-1% -$27.1K ﹤0.01% 1497
2022
Q3 		$1.9M Buy
34,010
+571
+2% +$35.4K ﹤0.01% 1516
2022
Q2 		$1.99M Buy
33,439
+130
+0.4% +$8.46K ﹤0.01% 1498
2022
Q1 		$2.29M Sell
33,309
-1,634
-5% -$110K ﹤0.01% 1520
2021
Q4 		$2.39M Buy
34,943
+1,138
+3% +$75.7K ﹤0.01% 1491
2021
Q3 		$2.14M Sell
33,805
-170
-0.5% -$10.9K ﹤0.01% 1529
2021
Q2 		$2.18M Sell
33,975
-369
-1% -$23.8K ﹤0.01% 1544
2021
Q1 		$2.11M Sell
34,344
-3,072
-8% -$176K ﹤0.01% 1482
2020
Q4 		$1.95M Sell
37,416
-4,296
-10% -$210K ﹤0.01% 1407
2020
Q3 		$1.82M Sell
41,712
-3,876
-9% -$171K ﹤0.01% 1266
2020
Q2 		$1.92M Buy
45,588
+5,592
+14% +$224K ﹤0.01% 1180
2020
Q1 		$1.43M Buy
39,996
+12,696
+47% +$628K ﹤0.01% 1229
2019
Q4 		$1.54M Buy
27,300
+14,343
+111% +$780K ﹤0.01% 1523
2019
Q3 		$694K Buy
+12,957
New +$680K ﹤0.01% 1978
2017
Q1 		– Sell
-9,684
Closed -$466K – 2570
2016
Q4 		$466K Buy
+9,684
New +$448K ﹤0.01% 1816

Other funds holding IMCV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stifel Financial's IMCV Position: Q1 2026 in Review

Stifel Financial reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 2.2% in Q1 2026, selling an estimated $85.9K and leaving 44,779 shares worth $3.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

Stifel Financial first reported a position in IMCV in Q4 2016 and has held it in 28 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

  • Stifel Financial held 44,779 shares of iShares Morningstar Mid-Cap Value ETF worth $3.8M as of Q1 2026.
  • Stifel Financial sold 999 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $85.9K.
  • iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1526 holding.
  • Stifel Financial first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2016 and has held it in 28 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.