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 Q2	$2.25M	Buy	24,639 +1	+0%	+$89	0.22%	86
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 $13.4B AUM 22.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s IMCV Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 0% in Q2 2026, buying an estimated $89 and bringing the position to 24,639 shares worth $2.25M. The position accounts for 0.22% of the portfolio, ranked #86.

Caliber Wealth Management (Kansas) first reported a position in IMCV in Q1 2025 and has held it in 6 quarters since. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Caliber Wealth Management (Kansas) held 24,639 shares of iShares Morningstar Mid-Cap Value ETF worth $2.25M as of Q2 2026.
Caliber Wealth Management (Kansas) bought 1 iShares Morningstar Mid-Cap Value ETF share in Q2 2026, an estimated $89.
iShares Morningstar Mid-Cap Value ETF made up 0.22% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #86 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.