Cahill Financial Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Cahill Financial Advisors’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 Q1	$264K	Buy	3,116 +5	+0.2%	+$430	0.03%	254
2025 Q4	$256K	Sell	3,111 -1,237	-28%	-$99.9K	0.03%	259
2025 Q3	$349K	Buy	4,348 +23	+0.5%	+$1.81K	0.04%	217
2025 Q2	$329K	Buy	4,325 +25	+0.6%	+$1.82K	0.04%	223
2025 Q1	$319K	Buy	4,300 +26	+0.6%	+$1.96K	0.04%	210
2024 Q4	$317K	Buy	4,274 +30	+0.7%	+$2.32K	0.04%	210
2024 Q3	$325K	Buy	4,244 +30	+0.7%	+$2.21K	0.04%	201
2024 Q2	$296K	Buy	4,214 +22	+0.5%	+$1.56K	0.04%	213
2024 Q1	$304K	Buy	4,192 +19	+0.5%	+$1.3K	0.04%	216
2023 Q4	$283K	Buy	4,173 +59	+1%	+$3.67K	0.04%	203
2023 Q3	$249K	Hold	4,114	–	–	0.04%	217
2023 Q2	$262K	Buy	4,114 +18	+0.4%	+$1.1K	0.04%	210
2023 Q1	$253K	Buy	4,096 +24	+0.6%	+$1.54K	0.05%	210
2022 Q4	$253K	Buy	4,072 +59	+1%	+$3.64K	0.05%	202
2022 Q3	$224K	Buy	+4,013	New	+$249K	0.05%	200

Other funds holding IMCV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cahill Financial Advisors's IMCV Position: Q1 2026 in Review

Cahill Financial Advisors increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 0.16% in Q1 2026, buying an estimated $430 and bringing the position to 3,116 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #254.

Cahill Financial Advisors first reported a position in IMCV in Q3 2022 and has held it in 15 quarters since. The position peaked at $349K in Q3 2025. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

Cahill Financial Advisors held 3,116 shares of iShares Morningstar Mid-Cap Value ETF worth $264K as of Q1 2026.
Cahill Financial Advisors bought 5 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $430.
iShares Morningstar Mid-Cap Value ETF made up 0.03% of Cahill Financial Advisors's portfolio in Q1 2026, its #254 holding.
Cahill Financial Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2022 and has held it in 15 quarters since.
Cahill Financial Advisors's iShares Morningstar Mid-Cap Value ETF position peaked at $349K in Q3 2025.
172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.