Sage Financial Group
IMCV icon

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
Q3 		$560K Sell
6,109
-98
-2% -$9.36K 0.03% 76
2026
Q2 		$567K Sell
6,207
-155
-2% -$13.8K 0.03% 73
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

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Black Diamond Financial
Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Sage Financial Group's IMCV Position: Q3 2026 in Review

Sage Financial Group reduced its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 1.6% in Q3 2026, selling an estimated $9.36K and leaving 6,109 shares worth $560K. 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 18 quarters since. The position peaked at $574K in Q3 2024. 152 funds tracked by Wall St. Rank hold IMCV as of Q3 2026.

  • Sage Financial Group held 6,109 shares of iShares Morningstar Mid-Cap Value ETF worth $560K as of Q3 2026.
  • Sage Financial Group sold 98 iShares Morningstar Mid-Cap Value ETF shares in Q3 2026, an estimated $9.36K.
  • iShares Morningstar Mid-Cap Value ETF made up 0.03% of Sage Financial Group's portfolio in Q3 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 18 quarters since.
  • Sage Financial Group's iShares Morningstar Mid-Cap Value ETF position peaked at $574K in Q3 2024.
  • 152 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q3 2026.

Based on Sage Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.