GHP Investment Advisors, Inc. IMCV — ISHARES TRUST MID VAL INDEX

Ownership history in GHP Investment Advisors, Inc.  ·  75 quarters on record

AI Ownership Summary

GHP Investment Advisors, Inc. reported ISHARES TRUST MID VAL INDEX (IMCV) in 75 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.31% in 2024 Q1. The latest visible filing shows IMCV at 0.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IMCV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GHP Investment Advisors, Inc.'s position in ISHARES TRUST MID VAL INDEX, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IMCV was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IMCV stock page GHP Investment Advisors, Inc. fund profile GHP Investment Advisors, Inc. full holdings
How GHP Investment Advisors, Inc. held IMCV — position size vs. price
% of Fund (quarterly)    IMCV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 81,317 -1,358 -1.6% 0.28% $6.9M 2026-04-21 $88.09
2025 Q4 REDUCED — — — 82,675 -480 -0.6% 0.28% $6.8M 2026-01-27 $84.72
2025 Q3 REDUCED — — — 83,155 -225 -0.3% 0.28% $6.7M 2025-10-31 $78.48
2025 Q2 REDUCED — — — 83,380 -92 -0.1% 0.28% $6.3M 2025-08-05 $75.77
2025 Q1 REDUCED — — — 83,472 -1,213 -1.4% 0.30% $6.2M 2025-04-23 $68.60
2024 Q4 REDUCED — — — 84,685 -89 -0.1% 0.29% $6.3M 2025-01-27 $74.89
2024 Q3 REDUCED — — — 84,774 -821 -1.0% 0.30% $6.5M 2024-10-24 $73.84
2024 Q2 REDUCED — — — 85,595 -5 -0.0% 0.30% $6.0M 2024-08-08 $68.54
2024 Q1 REDUCED — — — 85,600 -1,074 -1.2% 0.31% $6.2M 2024-04-25 $66.58
66 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IMCV

As of 2026 Q2 — sorted by position size

Matrix Trust Co 3Y 2.78% Dynamic Advisor Solutions LLC 3Y 7Y 0.07% Gladwyn Financial Advisors, Inc. 0.0%

FAQ About GHP Investment Advisors, Inc. and IMCV

These are the practical questions this page is built to answer before you even open the full history table.

How long has GHP Investment Advisors, Inc. reported owning IMCV?

GHP Investment Advisors, Inc. reported IMCV across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported IMCV position in GHP Investment Advisors, Inc.'s portfolio?

The largest reported portfolio weight for IMCV was 0.31% in 2024 Q1.

What is the latest reported IMCV position on this page?

The most recent filing on this page is 2026 Q1, when GHP Investment Advisors, Inc. reported 81,317 shares, equal to 0.28% of portfolio, with an estimated market value of $6.9M.

What does the chart on this IMCV ownership page compare?

The chart compares GHP Investment Advisors, Inc.'s quarterly IMCV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GHP Investment Advisors, Inc. time their IMCV position?

Based on 13F filing dates vs. subsequent IMCV price moves, GHP Investment Advisors, Inc. correctly timed 38 out of 73 reported position changes (52%). The annualised alpha on IMCV relative to SPY over the holding period was +16.0%.

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