William Blair & Company’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

William Blair & Company’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	-1,944	Closed	-$156K	–	1905
2025 Q3	$156K	Buy	+1,944	New	+$153K	﹤0.01%	1501
2021 Q4	–	Sell	-30	Closed	-$2K	–	1996
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	1855
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	1864
2021 Q1	$2K	Hold	30	–	–	﹤0.01%	1834
2020 Q4	$2K	Hold	30	–	–	﹤0.01%	1793
2020 Q3	$1K	Hold	30	–	–	﹤0.01%	1700
2020 Q2	$1K	Hold	30	–	–	﹤0.01%	1663
2020 Q1	$1K	Hold	30	–	–	﹤0.01%	1640
2019 Q4	$2K	Hold	30	–	–	﹤0.01%	1701
2019 Q3	$2K	Hold	30	–	–	﹤0.01%	1669
2019 Q2	$2K	Buy	+30	New	+$1.56K	﹤0.01%	1704

Other funds holding IMCV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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 $445B AUM 25.58% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

William Blair & Company's IMCV Position: Q4 2025 in Review

William Blair & Company sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q4 2025, closing a stake of 1,944 shares — an estimated $156K sold.

William Blair & Company first reported a position in IMCV in Q2 2019 and held it in 11 quarters. The position peaked at $156K in Q3 2025. 164 funds tracked by Wall St. Rank hold IMCV as of Q4 2025.

William Blair & Company reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
William Blair & Company sold 1,944 iShares Morningstar Mid-Cap Value ETF shares in Q4 2025, an estimated $156K.
William Blair & Company first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2019 and held it in 11 quarters.
William Blair & Company's iShares Morningstar Mid-Cap Value ETF position peaked at $156K in Q3 2025.
164 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q4 2025.

Based on William Blair & Company's 13F filing for Q4 2025, filed 17 Feb 2026.