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Wealthspire Advisors (New York)’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Wealthspire Advisors (New York)’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
-982
Closed -$78.9K – 1922
2025
Q3 		$78.9K Buy
+982
New +$77.2K ﹤0.01% 1085

Other funds holding IMCV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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 $445B AUM 25.58% 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 $79.5B AUM 27.1% 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

Wealthspire Advisors (New York)'s IMCV Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q4 2025, closing a stake of 982 shares — an estimated $78.9K sold.

Wealthspire Advisors (New York) first reported a position in IMCV in Q3 2025 and held it in 1 quarter. The position peaked at $78.9K in Q3 2025. 164 funds tracked by Wall St. Rank hold IMCV as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 982 iShares Morningstar Mid-Cap Value ETF shares in Q4 2025, an estimated $78.9K.
  • Wealthspire Advisors (New York) first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares Morningstar Mid-Cap Value ETF position peaked at $78.9K in Q3 2025.
  • 164 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.