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Trust Investment Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Trust Investment Advisors’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
2025
Q4 		– Sell
-2,799
Closed -$225K – 102
2025
Q3 		$225K Buy
2,799
+4
+0.1% +$314 0.13% 91
2025
Q2 		$212K Buy
2,795
+5
+0.2% +$364 0.13% 110
2025
Q1 		$207K Buy
+2,790
New +$210K 0.13% 109

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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trust Investment Advisors's IMCV Position: Q4 2025 in Review

Trust Investment Advisors sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q4 2025, closing a stake of 2,799 shares — an estimated $225K sold.

Trust Investment Advisors first reported a position in IMCV in Q1 2025 and held it in 3 quarters. The position peaked at $225K in Q3 2025. 164 funds tracked by Wall St. Rank hold IMCV as of Q4 2025.

  • Trust Investment Advisors reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Trust Investment Advisors sold 2,799 iShares Morningstar Mid-Cap Value ETF shares in Q4 2025, an estimated $225K.
  • Trust Investment Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2025 and held it in 3 quarters.
  • Trust Investment Advisors's iShares Morningstar Mid-Cap Value ETF position peaked at $225K in Q3 2025.
  • 164 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on Trust Investment Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.