CIR
IMCV icon

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
Q2 		– Sell
-2,035
Closed -$173K – 120
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 $13.4B AUM 22.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Clear Investment Research's IMCV Position: Q2 2026 in Review

Clear Investment Research sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2026, closing a stake of 2,035 shares — an estimated $173K sold.

Clear Investment Research first reported a position in IMCV in Q4 2022 and held it in 13 quarters. The position peaked at $173K in Q1 2026. 170 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

  • Clear Investment Research reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Clear Investment Research sold 2,035 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $173K.
  • Clear Investment Research first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2022 and held it in 13 quarters.
  • Clear Investment Research's iShares Morningstar Mid-Cap Value ETF position peaked at $173K in Q1 2026.
  • 170 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.