Courage Miller Partners’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.57M | Sell |
18,515
-246
| -1% | -$21.2K | 0.44% | 34 |
|
|
2025
Q4 | $1.54M | Sell |
18,761
-992
| -5% | -$80.1K | 0.47% | 30 |
|
|
2025
Q3 | $1.59M | Sell |
19,753
-543
| -3% | -$42.7K | 0.48% | 30 |
|
|
2025
Q2 | $1.54M | Sell |
20,296
-279
| -1% | -$20.3K | 0.49% | 29 |
|
|
2025
Q1 | $1.53M | Sell |
20,575
-297
| -1% | -$22.4K | 0.52% | 27 |
|
|
2024
Q4 | $1.55M | Sell |
20,872
-33
| -0.2% | -$2.55K | 0.53% | 28 |
|
|
2024
Q3 | $1.6M | Sell |
20,905
-123
| -0.6% | -$9.05K | 0.54% | 27 |
|
|
2024
Q2 | $1.48M | Hold |
21,028
| – | – | 0.53% | 28 |
|
|
2024
Q1 | $1.53M | Sell |
21,028
-57
| -0.3% | -$3.89K | 0.53% | 30 |
|
|
2023
Q4 | $1.43M | Sell |
21,085
-1,139
| -5% | -$70.9K | 0.54% | 26 |
|
|
2023
Q3 | $1.35M | Sell |
22,224
-224
| -1% | -$14.3K | 0.55% | 27 |
|
|
2023
Q2 | $1.43M | Sell |
22,448
-626
| -3% | -$38.4K | 0.6% | 28 |
|
|
2023
Q1 | $1.43M | Sell |
23,074
-5,878
| -20% | -$376K | 0.6% | 28 |
|
|
2022
Q4 | $1.8M | Sell |
28,952
-959
| -3% | -$59.1K | 0.83% | 24 |
|
|
2022
Q3 | $1.67M | Sell |
29,911
-1,024
| -3% | -$63.6K | 0.84% | 22 |
|
|
2022
Q2 | $1.84M | Sell |
30,935
-153
| -0.5% | -$9.96K | 0.87% | 22 |
|
|
2022
Q1 | $2.14M | Sell |
31,088
-186
| -0.6% | -$12.5K | 0.85% | 21 |
|
|
2021
Q4 | $2.13M | Sell |
31,274
-1,388
| -4% | -$92.3K | 0.81% | 26 |
|
|
2021
Q3 | $2.06M | Sell |
32,662
-1,288
| -4% | -$82.7K | 0.83% | 27 |
|
|
2021
Q2 | $2.18M | Sell |
33,950
-514
| -1% | -$33.1K | 0.89% | 26 |
|
|
2021
Q1 | $2.12M | Sell |
34,464
-582
| -2% | -$33.4K | 0.92% | 25 |
|
|
2020
Q4 | $1.83M | Sell |
35,046
-1,731
| -5% | -$84.7K | 0.84% | 25 |
|
|
2020
Q3 | $1.55M | Hold |
36,777
| – | – | 0.83% | 24 |
|
|
2020
Q2 | $1.55M | Sell |
36,777
-762
| -2% | -$30.5K | 0.83% | 24 |
|
|
2020
Q1 | $1.34M | Sell |
37,539
-1,482
| -4% | -$73.3K | 0.82% | 24 |
|
|
2019
Q4 | $2.19M | Sell |
39,021
-255
| -0.6% | -$13.9K | 1.13% | 22 |
|
|
2019
Q3 | $2.11M | Sell |
39,276
-825
| -2% | -$43.3K | 1.16% | 22 |
|
|
2019
Q2 | $2.1M | Sell |
40,101
-816
| -2% | -$42.5K | 1.16% | 23 |
|
|
2019
Q1 | $2.12M | Sell |
40,917
-423
| -1% | -$21.5K | 1.2% | 26 |
|
|
2018
Q4 | $1.91M | Hold |
41,340
| – | – | 1.13% | 26 |
|
|
2018
Q3 | $2.23M | Sell |
41,340
-525
| -1% | -$28.5K | 1.28% | 25 |
|
|
2018
Q2 | $2.22M | Sell |
41,865
-354
| -0.8% | -$18.8K | 1.32% | 25 |
|
|
2018
Q1 | $2.19M | Sell |
42,219
-3,018
| -7% | -$161K | 1.33% | 25 |
|
|
2017
Q4 | $2.4M | Sell |
45,237
-852
| -2% | -$43.9K | 1.46% | 23 |
|
|
2017
Q3 | $2.32M | Sell |
46,089
-288
| -0.6% | -$14.2K | 1.45% | 23 |
|
|
2017
Q2 | $2.29M | Buy |
46,377
+99
| +0.2% | +$4.86K | 1.51% | 23 |
|
|
2017
Q1 | $2.29M | Sell |
46,278
-963
| -2% | -$47.5K | 1.58% | 21 |
|
|
2016
Q4 | $2.27M | Sell |
47,241
-4,062
| -8% | -$188K | 1.59% | 20 |
|
|
2016
Q3 | $2.29M | Sell |
51,303
-96
| -0.2% | -$4.21K | 1.59% | 21 |
|
|
2016
Q2 | $2.16M | Sell |
51,399
-3,180
| -6% | -$132K | 1.54% | 21 |
|
|
2016
Q1 | $2.22M | Sell |
54,579
-4,329
| -7% | -$166K | 1.56% | 25 |
|
|
2015
Q4 | $2.33M | Buy |
58,908
+2,112
| +4% | +$84.5K | 1.61% | 25 |
|
|
2015
Q3 | $2.17M | Sell |
56,796
-267
| -0.5% | -$10.7K | 1.61% | 25 |
|
|
2015
Q2 | $2.35M | Sell |
57,063
-225
| -0.4% | -$9.52K | 1.75% | 23 |
|
|
2015
Q1 | $2.41M | Sell |
57,288
-4,008
| -7% | -$167K | 1.8% | 24 |
|
|
2014
Q4 | $2.54M | Sell |
61,296
-522
| -0.8% | -$21.1K | 2.1% | 19 |
|
|
2014
Q3 | $2.47M | Buy |
61,818
+1,257
| +2% | +$51.5K | 1.92% | 19 |
|
|
2014
Q2 | $2.51M | Sell |
60,561
-1,566
| -3% | -$62.6K | 1.84% | 20 |
|
|
2014
Q1 | $2.44M | Sell |
62,127
-540
| -0.9% | -$20.5K | 1.92% | 21 |
|
|
2013
Q4 | $2.39M | Sell |
62,667
-7,875
| -11% | -$289K | 2.02% | 19 |
|
|
2013
Q3 | $2.46M | Sell |
70,542
-16,890
| -19% | -$582K | 2.02% | 19 |
|
|
2013
Q2 | $2.85M | Buy |
+87,432
| New | +$2.83M | 2.58% | 15 |
|
Other funds holding IMCV
VIA
OWM
EH
Courage Miller Partners's IMCV Position: Q1 2026 in Review
Courage Miller Partners reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 1.3% in Q1 2026, selling an estimated $21.2K and leaving 18,515 shares worth $1.57M. The position accounts for 0.44% of the portfolio, ranked #34.
Courage Miller Partners first reported a position in IMCV in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.85M in Q2 2013. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.
- Courage Miller Partners held 18,515 shares of iShares Morningstar Mid-Cap Value ETF worth $1.57M as of Q1 2026.
- Courage Miller Partners sold 246 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $21.2K.
- iShares Morningstar Mid-Cap Value ETF made up 0.44% of Courage Miller Partners's portfolio in Q1 2026, its #34 holding.
- Courage Miller Partners first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2013 and has held it in 52 quarters since.
- Courage Miller Partners's iShares Morningstar Mid-Cap Value ETF position peaked at $2.85M in Q2 2013.
- 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.
Based on Courage Miller Partners's 13F filing for Q1 2026, filed 27 Apr 2026.