Clark Capital Management Group’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Clark Capital Management 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	$7.5M	Sell	82,103 -732	-0.9%	-$65.2K	0.04%	218
2026 Q1	$7.02M	Buy	82,835 +1,103	+1%	+$94.9K	0.04%	203
2025 Q4	$6.73M	Sell	81,732 -3,149	-4%	-$254K	0.04%	196
2025 Q3	$6.82M	Sell	84,881 -5,165	-6%	-$406K	0.04%	199
2025 Q2	$6.84M	Buy	+90,046	New	+$6.55M	0.05%	180

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

Clark Capital Management Group's IMCV Position: Q2 2026 in Review

Clark Capital Management Group reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 0.88% in Q2 2026, selling an estimated $65.2K and leaving 82,103 shares worth $7.5M. The position accounts for 0.04% of the portfolio, ranked #218.

Clark Capital Management Group first reported a position in IMCV in Q2 2025 and has held it in 5 quarters since. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Clark Capital Management Group held 82,103 shares of iShares Morningstar Mid-Cap Value ETF worth $7.5M as of Q2 2026.
Clark Capital Management Group sold 732 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $65.2K.
iShares Morningstar Mid-Cap Value ETF made up 0.04% of Clark Capital Management Group's portfolio in Q2 2026, its #218 holding.
Clark Capital Management Group first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.