Baird Financial Group
IMCV icon

Baird Financial Group’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Baird Financial Group’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
2026
Q2 		$3.25M Sell
35,588
-95
-0.3% -$8.46K ﹤0.01% 929
2026
Q1 		$3.03M Buy
35,683
+17,842
+100% +$1.53M ﹤0.01% 903
2025
Q4 		$1.47M Buy
17,841
+91
+0.5% +$7.35K ﹤0.01% 1132
2025
Q3 		$1.43M Buy
17,750
+513
+3% +$40.3K ﹤0.01% 1151
2025
Q2 		$1.31M Buy
17,237
+3,008
+21% +$219K ﹤0.01% 1139
2025
Q1 		$1.06M Sell
14,229
-59,387
-81% -$4.47M ﹤0.01% 1158
2024
Q4 		$5.47M Buy
73,616
+867
+1% +$67K 0.01% 659
2024
Q3 		$5.58M Buy
72,749
+1,658
+2% +$122K 0.01% 644
2024
Q2 		$4.99M Buy
71,091
+201
+0.3% +$14.2K 0.01% 666
2024
Q1 		$5.14M Sell
70,890
-59,088
-45% -$4.03M 0.01% 651
2023
Q4 		$8.8M Buy
129,978
+41,702
+47% +$2.6M 0.02% 488
2023
Q3 		$5.35M Buy
88,276
+5,761
+7% +$368K 0.01% 609
2023
Q2 		$5.26M Buy
82,515
+3,605
+5% +$221K 0.01% 604
2023
Q1 		$4.88M Buy
78,910
+27,182
+53% +$1.74M 0.01% 603
2022
Q4 		$3.21M Sell
51,728
-7,487
-13% -$462K 0.01% 717
2022
Q3 		$3.31M Sell
59,215
-38,998
-40% -$2.42M 0.01% 671
2022
Q2 		$5.83M Sell
98,213
-17,072
-15% -$1.11M 0.02% 551
2022
Q1 		$7.94M Buy
115,285
+76,644
+198% +$5.17M 0.02% 497
2021
Q4 		$2.64M Buy
38,641
+2,546
+7% +$169K 0.01% 823
2021
Q3 		$2.28M Buy
36,095
+641
+2% +$41.1K 0.01% 900
2021
Q2 		$2.28M Buy
+35,454
New +$2.28M 0.01% 863

Other funds holding IMCV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Baird Financial Group's IMCV Position: Q2 2026 in Review

Baird Financial Group reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 0.27% in Q2 2026, selling an estimated $8.46K and leaving 35,588 shares worth $3.25M. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Baird Financial Group first reported a position in IMCV in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.8M in Q4 2023. 168 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

  • Baird Financial Group held 35,588 shares of iShares Morningstar Mid-Cap Value ETF worth $3.25M as of Q2 2026.
  • Baird Financial Group sold 95 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $8.46K.
  • iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #929 holding.
  • Baird Financial Group first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2021 and has held it in 21 quarters since.
  • Baird Financial Group's iShares Morningstar Mid-Cap Value ETF position peaked at $8.8M in Q4 2023.
  • 168 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.