Wealth Enhancement Advisory Services
IMCV icon

Wealth Enhancement Advisory Services’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Wealth Enhancement Advisory 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 		$1.01M Sell
10,811
-420
-4% -$37.4K ﹤0.01% 2062
2026
Q1 		$956K Sell
11,231
-6,393
-36% -$550K ﹤0.01% 1834
2025
Q4 		$1.49M Buy
17,624
+1,293
+8% +$104K ﹤0.01% 1699
2025
Q3 		$1.31M Sell
16,331
-331
-2% -$26K ﹤0.01% 1699
2025
Q2 		$1.3M Sell
16,662
-1,233
-7% -$89.7K ﹤0.01% 1601
2025
Q1 		$1.33M Sell
17,895
-2,068
-10% -$156K ﹤0.01% 1457
2024
Q4 		$1.48M Buy
19,963
+3,801
+24% +$294K ﹤0.01% 1327
2024
Q3 		$1.24M Buy
16,162
+1,102
+7% +$81.1K ﹤0.01% 1286
2024
Q2 		$1.06M Buy
15,060
+2,514
+20% +$178K ﹤0.01% 1254
2024
Q1 		$910K Sell
12,546
-1,298
-9% -$88.6K ﹤0.01% 1278
2023
Q4 		$938K Buy
13,844
+427
+3% +$26.6K ﹤0.01% 1202
2023
Q3 		$813K Buy
+13,417
New +$857K ﹤0.01% 1186

Other funds holding IMCV

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Wealth Enhancement Advisory Services's IMCV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 3.7% in Q2 2026, selling an estimated $37.4K and leaving 10,811 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2062.

Wealth Enhancement Advisory Services first reported a position in IMCV in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.49M in Q4 2025. 17 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 10,811 shares of iShares Morningstar Mid-Cap Value ETF worth $1.01M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 420 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $37.4K.
  • iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2062 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's iShares Morningstar Mid-Cap Value ETF position peaked at $1.49M in Q4 2025.
  • 17 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.