Jackson Creek Investment Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Jackson Creek Investment Advisors’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
2025 Q3	–	Sell	-9,460	Closed	-$719K	–	315
2025 Q2	$719K	Buy	9,460 +113	+1%	+$8.22K	0.19%	201
2025 Q1	$693K	Buy	9,347 +254	+3%	+$19.1K	0.22%	205
2024 Q4	$675K	Buy	9,093 +1,215	+15%	+$93.9K	0.2%	200
2024 Q3	$604K	Sell	7,878 -540	-6%	-$39.7K	0.18%	210
2024 Q2	$591K	Buy	8,418 +585	+7%	+$41.4K	0.22%	211
2024 Q1	$568K	Buy	7,833 +169	+2%	+$11.5K	0.2%	234
2023 Q4	$519K	Buy	7,664 +50	+0.7%	+$3.11K	0.2%	239
2023 Q3	$461K	Buy	7,614 +96	+1%	+$6.13K	0.19%	238
2023 Q2	$479K	Buy	7,518 +74	+1%	+$4.54K	0.19%	240
2023 Q1	$461K	Buy	7,444 +129	+2%	+$8.26K	0.19%	250
2022 Q4	$454K	Sell	7,315 -102	-1%	-$6.29K	0.2%	245
2022 Q3	$415K	Buy	7,417 +158	+2%	+$9.81K	0.19%	238
2022 Q2	$464K	Buy	7,259 +353	+5%	+$23K	0.19%	244
2022 Q1	$476K	Buy	+6,906	New	+$466K	0.17%	250

Other funds holding IMCV

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jackson Creek Investment Advisors's IMCV Position: Q3 2025 in Review

Jackson Creek Investment Advisors sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q3 2025, closing a stake of 9,460 shares — an estimated $719K sold.

Jackson Creek Investment Advisors first reported a position in IMCV in Q1 2022 and held it in 14 quarters. The position peaked at $719K in Q2 2025. 156 funds tracked by Wall St. Rank hold IMCV as of Q3 2025.

Jackson Creek Investment Advisors reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Jackson Creek Investment Advisors sold 9,460 iShares Morningstar Mid-Cap Value ETF shares in Q3 2025, an estimated $719K.
Jackson Creek Investment Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2022 and held it in 14 quarters.
Jackson Creek Investment Advisors's iShares Morningstar Mid-Cap Value ETF position peaked at $719K in Q2 2025.
156 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q3 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.