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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.94M	Sell	25,541 -61	-0.2%	-$4.64K	0.21%	95
2025 Q1	$1.9M	Buy	+25,602	New	+$1.9M	0.26%	91