iShares Morningstar Mid Value Idx shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in iShares Morningstar Mid Value Idx
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All positions including iShares Morningstar Mid Value Idx held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Morningstar Mid Value Idx by Atria Wealth Solutions
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $2.6M | 38k | 67.72 |
2023-09-30 | $2.2M | 36k | 61.03 |
2023-06-30 | $2.1M | 33k | 63.70 |
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