iShares Morningstar Mid-Cap Value ETF $IMCV Shares Newly Purchased by Retirement Planning Group LLC

Posted by Francis Steltz on Oct 22nd, 2026

Retirement Planning Group LLC bought a new position in iShares Morningstar Mid-Cap Value ETF (NASDAQ:IMCV – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 10,049 shares of the company’s stock, valued at approximately $922,000. Retirement Planning Group LLC owned about 0.08% of iShares Morningstar Mid-Cap Value ETF as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the stock. International Assets Investment Management LLC bought a new position in shares of iShares Morningstar Mid-Cap Value ETF during the first quarter valued at approximately $26,000. Mather Group LLC. acquired a new stake in shares of iShares Morningstar Mid-Cap Value ETF during the 3rd quarter worth approximately $37,000. Integrated Wealth Concepts LLC lifted its holdings in shares of iShares Morningstar Mid-Cap Value ETF by 7.9% in the 2nd quarter. Integrated Wealth Concepts LLC now owns 5,508 shares of the company’s stock worth $503,000 after purchasing an additional 401 shares during the last quarter. Bessemer Group Inc. bought a new stake in shares of iShares Morningstar Mid-Cap Value ETF in the 1st quarter worth approximately $53,000. Finally, D.A. Davidson & CO. lifted its holdings in shares of iShares Morningstar Mid-Cap Value ETF by 11.8% in the 1st quarter. D.A. Davidson & CO. now owns 6,172 shares of the company’s stock worth $523,000 after purchasing an additional 650 shares during the last quarter.

iShares Morningstar Mid-Cap Value ETF Price Performance

NASDAQ:IMCV opened at $97.57 on Thursday. iShares Morningstar Mid-Cap Value ETF has a 12-month low of $77.65 and a 12-month high of $99.01. The firm has a market capitalization of $1.20 billion, a P/E ratio of 16.35 and a beta of 0.87. The business has a 50 day simple moving average of $95.73 and a 200 day simple moving average of $92.69.

iShares Morningstar Mid-Cap Value ETF Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, September 18th. Shareholders of record on Tuesday, September 15th were given a $0.5179 dividend. This is a boost from iShares Morningstar Mid-Cap Value ETF’s previous quarterly dividend of $0.4180. This represents a $2.07 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend was Tuesday, September 15th.

iShares Morningstar Mid-Cap Value ETF Profile

(Free Report)

The iShares Morningstar Mid-Cap Value ETF (IMCV) is an exchange-traded fund that is based on the Morningstar US Mid Cap Broad Value index. The fund tracks a market cap-weighted index of US mid-cap stocks companies selected based on their value characteristics. IMCV was launched on Jun 28, 2004 and is managed by BlackRock.