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Vantagepoint Investment Advisers’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Vantagepoint Investment Advisers’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 		$81.8M Sell
965,232
-43,089
-4% -$3.71M 0.69% 47
2025
Q4 		$83M Buy
1,008,321
+29,521
+3% +$2.39M 0.67% 47
2025
Q3 		$78.6M Buy
+978,800
New +$76.9M 0.64% 47

Other funds holding IMCV

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
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

Vantagepoint Investment Advisers's IMCV Position: Q1 2026 in Review

Vantagepoint Investment Advisers reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 4.3% in Q1 2026, selling an estimated $3.71M and leaving 965,232 shares worth $81.8M. The position accounts for 0.69% of the portfolio, ranked #47.

Vantagepoint Investment Advisers first reported a position in IMCV in Q3 2025 and has held it in 3 quarters since. The position peaked at $83M in Q4 2025. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

  • Vantagepoint Investment Advisers held 965,232 shares of iShares Morningstar Mid-Cap Value ETF worth $81.8M as of Q1 2026.
  • Vantagepoint Investment Advisers sold 43,089 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $3.71M.
  • iShares Morningstar Mid-Cap Value ETF made up 0.69% of Vantagepoint Investment Advisers's portfolio in Q1 2026, its #47 holding.
  • Vantagepoint Investment Advisers first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Vantagepoint Investment Advisers's iShares Morningstar Mid-Cap Value ETF position peaked at $83M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Vantagepoint Investment Advisers's 13F filing for Q1 2026, filed 11 May 2026.