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iShares Morningstar Mid Value Idx shares owned by Altfest L J & Co

Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by Altfest L J & Co from 13F filings

Historical chart of Altfest L J & Co investment in iShares Morningstar Mid Value Idx

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All positions including iShares Morningstar Mid Value Idx held by Altfest L J & Co 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 Altfest L J & Co

Quarter filed Position value Share count Share price at filing
2024-03-31 $532k 7.3k 72.58
2023-12-31 $295k 4.4k 67.68

More positions owned by Altfest L J & Co

Innovator Etfs Trust Invatr 20 Pls 9 (TBJL)
First Tr Exchange-traded No Amer Energy (EMLP)
Matthews Asia Fds Asia Innov Activ (MINV)
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QLD)
Vanguard World Comm Srvc Etf (VOX)
Apple (AAPL)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)

View all positions for Altfest L J & Co

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