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iShares Morningstar Mid Value Idx shares owned by Aire Advisors

Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by Aire Advisors from 13F filings

Historical chart of Aire Advisors investment in iShares Morningstar Mid Value Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Value Idx held by Aire Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Mid Value Idx by Aire Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 38k 67.74
2023-09-30 $1.7M 29k 60.59
2023-06-30 $1.8M 29k 63.70
2023-03-31 $1.6M 26k 61.88
2022-12-31 $1.8M 28k 62.05
2022-09-30 $650k 12k 55.91

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Ishares Tr Conv Bd Etf (ICVT)
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View all positions for Aire Advisors

Top funds holding iShares Morningstar Mid Value Idx

Orgel Wealth Management
Bank of America Corporation
Raymond James Financial Services Advisors
Matrix Trust
Steele Capital Management
Commonwealth Equity Services
Wells Fargo & Company
Baird Financial
UBS Group
Advisor Group Holdings
H D Vest Advisory Services
Woodard & Co Asset Management Group
Raymond James & Associates
GHP Investment Advisors
Rodgers & Associates

View all funds holding iShares Morningstar Mid Value Idx