Western Wealth Management’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Western Wealth 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
2025 Q4	–	Sell	-2,608	Closed	-$210K	–	843
2025 Q3	$210K	Sell	2,608 -193	-7%	-$15.2K	0.01%	725
2025 Q2	$213K	Buy	2,801 +1	+0%	+$73	0.01%	677
2025 Q1	$208K	Sell	2,800 -417	-13%	-$31.4K	0.01%	645
2024 Q4	$239K	Sell	3,217 -1,257	-28%	-$97.2K	0.02%	587
2024 Q3	$343K	Buy	4,474 +41	+0.9%	+$3.02K	0.02%	559
2024 Q2	$311K	Sell	4,433 -162	-4%	-$11.5K	0.02%	487
2024 Q1	$333K	Sell	4,595 -1,679	-27%	-$115K	0.03%	475
2023 Q4	$425K	Sell	6,274 -3,113	-33%	-$194K	0.03%	456
2023 Q3	$569K	Sell	9,387 -1,325	-12%	-$84.6K	0.05%	361
2023 Q2	$682K	Sell	10,712 -2,680	-20%	-$164K	0.06%	309
2023 Q1	$829K	Buy	13,392 +523	+4%	+$33.5K	0.08%	265
2022 Q4	$799K	Sell	12,869 -13,203	-51%	-$814K	0.08%	267
2022 Q3	$1.46M	Buy	26,072 +859	+3%	+$53.3K	0.08%	233
2022 Q2	$1.5M	Sell	25,213 -2,109	-8%	-$137K	0.09%	233
2022 Q1	$1.88M	Buy	27,322 +24,121	+754%	+$1.63M	0.09%	213
2021 Q4	$218K	Buy	+3,201	New	+$213K	0.02%	560
2021 Q2	$250K	Buy	+3,889	New	+$251K	0.03%	546
2019 Q3	–	Sell	-4,194	Closed	-$220K	–	404
2019 Q2	$220K	Buy	+4,194	New	+$218K	0.03%	367
2019 Q1	–	Sell	-7,437	Closed	-$343K	–	388
2018 Q4	$343K	Buy	+7,437	New	+$377K	0.09%	228

Other funds holding IMCV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Western Wealth Management's IMCV Position: Q4 2025 in Review

Western Wealth Management sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q4 2025, closing a stake of 2,608 shares — an estimated $210K sold.

Western Wealth Management first reported a position in IMCV in Q4 2018 and held it in 19 quarters. The position peaked at $1.88M in Q1 2022. 164 funds tracked by Wall St. Rank hold IMCV as of Q4 2025.

Western Wealth Management reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Western Wealth Management sold 2,608 iShares Morningstar Mid-Cap Value ETF shares in Q4 2025, an estimated $210K.
Western Wealth Management first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2018 and held it in 19 quarters.
Western Wealth Management's iShares Morningstar Mid-Cap Value ETF position peaked at $1.88M in Q1 2022.
164 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on Western Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.