Caliber Wealth Management (Kansas)’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Caliber Wealth Management (Kansas)’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	$2.09M	Sell	24,638 -140	-0.6%	-$12K	0.23%	85
2025 Q4	$2.04M	Sell	24,778 -368	-1%	-$29.7K	0.22%	92
2025 Q3	$2.02M	Sell	25,146 -395	-2%	-$31K	0.23%	88
2025 Q2	$1.94M	Sell	25,541 -61	-0.2%	-$4.44K	0.21%	95
2025 Q1	$1.9M	Buy	+25,602	New	+$1.93M	0.26%	91

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

Caliber Wealth Management (Kansas)'s IMCV Position: Q1 2026 in Review

Caliber Wealth Management (Kansas) reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 0.57% in Q1 2026, selling an estimated $12K and leaving 24,638 shares worth $2.09M. The position accounts for 0.23% of the portfolio, ranked #85.

Caliber Wealth Management (Kansas) first reported a position in IMCV in Q1 2025 and has held it in 5 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

Caliber Wealth Management (Kansas) held 24,638 shares of iShares Morningstar Mid-Cap Value ETF worth $2.09M as of Q1 2026.
Caliber Wealth Management (Kansas) sold 140 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $12K.
iShares Morningstar Mid-Cap Value ETF made up 0.23% of Caliber Wealth Management (Kansas)'s portfolio in Q1 2026, its #85 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q1 2026, filed 23 Apr 2026.