TD Capital Management’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

TD Capital 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	$17.4K	Buy	205 +1	+0.5%	+$86	﹤0.01%	388
2025 Q4	$16.8K	Buy	204 +1	+0.5%	+$81	﹤0.01%	381
2025 Q3	$16.3K	Buy	203 +1	+0.5%	+$79	﹤0.01%	359
2025 Q2	$15.4K	Buy	202 +1	+0.5%	+$73	﹤0.01%	357
2025 Q1	$14.9K	Buy	201 +1	+0.5%	+$75	﹤0.01%	280
2024 Q4	$14.8K	Buy	200 +2	+1%	+$155	﹤0.01%	268
2024 Q3	$15.2K	Buy	198 +1	+0.5%	+$74	﹤0.01%	270
2024 Q2	$13.8K	Buy	197 +1	+0.5%	+$71	﹤0.01%	264
2024 Q1	$14.2K	Buy	+196	New	+$13.4K	﹤0.01%	266

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

TD Capital Management's IMCV Position: Q1 2026 in Review

TD Capital Management increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 0.49% in Q1 2026, buying an estimated $86 and bringing the position to 205 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

TD Capital Management first reported a position in IMCV in Q1 2024 and has held it in 9 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

TD Capital Management held 205 shares of iShares Morningstar Mid-Cap Value ETF worth $17.4K as of Q1 2026.
TD Capital Management bought 1 iShares Morningstar Mid-Cap Value ETF share in Q1 2026, an estimated $86.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of TD Capital Management's portfolio in Q1 2026, its #388 holding.
TD Capital Management first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.