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 Q2	$567K	Sell	6,207 -155	-2%	-$13.8K	0.03%	76
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 $13.4B AUM 22.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

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

Sage Financial Group's IMCV Position: Q2 2026 in Review

Sage Financial Group reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 2.4% in Q2 2026, selling an estimated $13.8K and leaving 6,207 shares worth $567K. The position accounts for 0.03% of the portfolio, ranked #76.

Sage Financial Group first reported a position in IMCV in Q2 2022 and has held it in 17 quarters since. The position peaked at $574K in Q3 2024. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Sage Financial Group held 6,207 shares of iShares Morningstar Mid-Cap Value ETF worth $567K as of Q2 2026.
Sage Financial Group sold 155 iShares Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $13.8K.
iShares Morningstar Mid-Cap Value ETF made up 0.03% of Sage Financial Group's portfolio in Q2 2026, its #76 holding.
Sage Financial Group first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
Sage Financial Group's iShares Morningstar Mid-Cap Value ETF position peaked at $574K in Q3 2024.
169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.