Clear Investment Research’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Clear Investment Research’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	$173K	Buy	+2,035	New	+$175K	0.27%	58
2025 Q4	–	Sell	-2,074	Closed	-$167K	–	128
2025 Q3	$167K	Buy	2,074 +62	+3%	+$4.87K	0.22%	71
2025 Q2	$153K	Buy	2,012 +4	+0.2%	+$291	0.19%	70
2025 Q1	$149K	Sell	2,008 -2	-0.1%	-$151	0.2%	64
2024 Q4	$149K	Buy	2,010 +60	+3%	+$4.64K	0.19%	63
2024 Q3	$149K	Sell	1,950 -73	-4%	-$5.37K	0.19%	65
2024 Q2	$142K	Buy	2,023 +55	+3%	+$3.89K	0.19%	63
2024 Q1	$143K	Buy	1,968 +13	+0.7%	+$887	0.19%	61
2023 Q4	$132K	Sell	1,955 -14	-0.7%	-$872	0.19%	64
2023 Q3	$119K	Hold	1,969	–	–	0.21%	60
2023 Q2	$125K	Sell	1,969 -288	-13%	-$17.7K	0.21%	59
2023 Q1	$140K	Buy	2,257 +2,119	+1,536%	+$136K	0.24%	53
2022 Q4	$9K	Buy	+138	New	+$8.51K	0.02%	122

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

Clear Investment Research's IMCV Position: Q1 2026 in Review

Clear Investment Research opened a new position in iShares Morningstar Mid-Cap Value ETF (IMCV) in Q1 2026: 2,035 shares worth $173K. The stake represents 0.27% of the portfolio and ranks #58 among its holdings. This is a return to the name: Clear Investment Research previously reported a position in IMCV as recently as Q3 2025.

Clear Investment Research first reported a position in IMCV in Q4 2022 and has held it in 13 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

Clear Investment Research held 2,035 shares of iShares Morningstar Mid-Cap Value ETF worth $173K as of Q1 2026.
iShares Morningstar Mid-Cap Value ETF was a new Clear Investment Research position in Q1 2026.
iShares Morningstar Mid-Cap Value ETF made up 0.27% of Clear Investment Research's portfolio in Q1 2026, its #58 holding.
Clear Investment Research first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2022 and has held it in 13 quarters since.
172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.