Sentinel Advisory Group LLC Invests $866,000 in iShares Morningstar Mid-Cap Value ETF $IMCV

Posted by Francis Steltz on Jul 25th, 2026

Sentinel Advisory Group LLC acquired a new position in shares of iShares Morningstar Mid-Cap Value ETF (NASDAQ:IMCV – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 10,218 shares of the company’s stock, valued at approximately $866,000. iShares Morningstar Mid-Cap Value ETF comprises about 0.4% of Sentinel Advisory Group LLC’s investment portfolio, making the stock its 27th largest holding. Sentinel Advisory Group LLC owned approximately 0.09% of iShares Morningstar Mid-Cap Value ETF at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the business. International Assets Investment Management LLC acquired a new stake in shares of iShares Morningstar Mid-Cap Value ETF in the first quarter worth $26,000. Russell Investments Group Ltd. raised its stake in iShares Morningstar Mid-Cap Value ETF by 394.4% during the 4th quarter. Russell Investments Group Ltd. now owns 351 shares of the company’s stock valued at $29,000 after purchasing an additional 280 shares during the last quarter. Godfrey Financial Associates Inc. acquired a new position in iShares Morningstar Mid-Cap Value ETF during the 4th quarter valued at $34,000. Wealth Watch Advisors INC bought a new stake in iShares Morningstar Mid-Cap Value ETF in the 3rd quarter valued at $35,000. Finally, Bessemer Group Inc. bought a new stake in iShares Morningstar Mid-Cap Value ETF in the 1st quarter valued at $53,000.

iShares Morningstar Mid-Cap Value ETF Stock Performance

NASDAQ IMCV opened at $95.06 on Friday. iShares Morningstar Mid-Cap Value ETF has a twelve month low of $75.64 and a twelve month high of $95.46. The stock has a market cap of $1.14 billion, a PE ratio of 16.35 and a beta of 0.86. The firm has a 50-day simple moving average of $91.46 and a 200 day simple moving average of $88.33.

iShares Morningstar Mid-Cap Value ETF Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, June 18th. Shareholders of record on Monday, June 15th were issued a $0.418 dividend. This is a boost from iShares Morningstar Mid-Cap Value ETF’s previous quarterly dividend of $0.35. The ex-dividend date of this dividend was Monday, June 15th. This represents a $1.67 annualized dividend and a yield of 1.8%.

About iShares Morningstar Mid-Cap Value ETF

(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.