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

Summit 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 		– Sell
-2,995
Closed -$247K – 1434
2025
Q4 		$247K Buy
2,995
+73
+2% +$5.9K ﹤0.01% 1161
2025
Q3 		$235K Sell
2,922
-106
-4% -$8.33K ﹤0.01% 1153
2025
Q2 		$230K Buy
3,028
+15
+0.5% +$1.09K 0.01% 752
2025
Q1 		$224K Buy
+3,013
New +$227K 0.01% 671

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

Summit Financial's IMCV Position: Q1 2026 in Review

Summit Financial sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q1 2026, closing a stake of 2,995 shares — an estimated $247K sold.

Summit Financial first reported a position in IMCV in Q1 2025 and held it in 4 quarters. The position peaked at $247K in Q4 2025. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

  • Summit Financial reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 2,995 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $247K.
  • Summit Financial first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2025 and held it in 4 quarters.
  • Summit Financial's iShares Morningstar Mid-Cap Value ETF position peaked at $247K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.