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 Q2	$18.8K	Buy	206 +1	+0.5%	+$89	﹤0.01%	373
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 $13.4B AUM 22.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TD Capital Management's IMCV Position: Q2 2026 in Review

TD Capital Management increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 0.49% in Q2 2026, buying an estimated $89 and bringing the position to 206 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

TD Capital Management first reported a position in IMCV in Q1 2024 and has held it in 10 quarters since. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

TD Capital Management held 206 shares of iShares Morningstar Mid-Cap Value ETF worth $18.8K as of Q2 2026.
TD Capital Management bought 1 iShares Morningstar Mid-Cap Value ETF share in Q2 2026, an estimated $89.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #373 holding.
TD Capital Management first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.