Sage Financial Group’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Sage Financial 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 Q1	$539K	Sell	6,362 -30	-0.5%	-$2.58K	0.04%	77
2025 Q4	$526K	Hold	6,392	–	–	0.03%	72
2025 Q3	$514K	Sell	6,392 -388	-6%	-$30.5K	0.03%	68
2025 Q2	$515K	Sell	6,780 -431	-6%	-$31.4K	0.04%	66
2025 Q1	$535K	Sell	7,211 -275	-4%	-$20.7K	0.04%	66
2024 Q4	$556K	Hold	7,486	–	–	0.04%	63
2024 Q3	$574K	Hold	7,486	–	–	0.05%	63
2024 Q2	$526K	Sell	7,486 -225	-3%	-$15.9K	0.05%	63
2024 Q1	$559K	Buy	7,711 +5	+0.1%	+$341	0.05%	61
2023 Q4	$522K	Hold	7,706	–	–	0.05%	63
2023 Q3	$467K	Sell	7,706 -119	-2%	-$7.6K	0.05%	59
2023 Q2	$498K	Buy	7,825 +200	+3%	+$12.3K	0.05%	60
2023 Q1	$472K	Buy	7,625 +683	+10%	+$43.7K	0.05%	66
2022 Q4	$431K	Buy	6,942 +455	+7%	+$28.1K	0.05%	68
2022 Q3	$363K	Buy	6,487 +28	+0.4%	+$1.74K	0.05%	66
2022 Q2	$383K	Buy	+6,459	New	+$420K	0.05%	64

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

Sage Financial Group's IMCV Position: Q1 2026 in Review

Sage Financial Group reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 0.47% in Q1 2026, selling an estimated $2.58K and leaving 6,362 shares worth $539K. The position accounts for 0.04% of the portfolio, ranked #77.

Sage Financial Group first reported a position in IMCV in Q2 2022 and has held it in 16 quarters since. The position peaked at $574K in Q3 2024. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

Sage Financial Group held 6,362 shares of iShares Morningstar Mid-Cap Value ETF worth $539K as of Q1 2026.
Sage Financial Group sold 30 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $2.58K.
iShares Morningstar Mid-Cap Value ETF made up 0.04% of Sage Financial Group's portfolio in Q1 2026, its #77 holding.
Sage Financial Group first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2022 and has held it in 16 quarters since.
Sage Financial Group's iShares Morningstar Mid-Cap Value ETF position peaked at $574K in Q3 2024.
172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Sage Financial Group's 13F filing for Q1 2026, filed 7 May 2026.