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

Sunrise Financial Services’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 		$30.2K Hold
330
– – 0.02% 149
2026
Q1 		$28K Hold
330
– – 0.02% 151
2025
Q4 		$27.2K Buy
+330
New +$26.7K 0.02% 137

Other funds holding IMCV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sunrise Financial Services's IMCV Position: Q2 2026 in Review

Sunrise Financial Services held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q2 2026 at 330 shares worth $30.2K. The position accounts for 0.02% of the portfolio, ranked #149.

Sunrise Financial Services first reported a position in IMCV in Q4 2025 and has held it in 3 quarters since. 168 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

  • Sunrise Financial Services held 330 shares of iShares Morningstar Mid-Cap Value ETF worth $30.2K as of Q2 2026.
  • Sunrise Financial Services left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Morningstar Mid-Cap Value ETF made up 0.02% of Sunrise Financial Services's portfolio in Q2 2026, its #149 holding.
  • Sunrise Financial Services first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 168 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.