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iShares Morningstar Mid Value Idx shares owned by GHP Investment Advisors

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

Historical chart of GHP Investment 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 GHP Investment 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 GHP Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.2M 86k 72.55
2023-12-31 $5.9M 87k 67.72
2023-09-30 $5.2M 87k 59.97
2023-06-30 $5.7M 88k 64.69
2023-03-31 $5.5M 90k 61.88
2022-12-31 $5.6M 90k 62.05
2022-09-30 $5.2M 92k 55.94
2022-06-30 $5.5M 93k 59.36
2022-03-31 $6.4M 93k 68.89
2021-12-31 $6.4M 94k 68.27
2021-09-30 $5.9M 94k 63.22
2021-06-30 $5.9M 93k 64.22
2021-03-31 $5.7M 31k 184.38
2020-12-31 $4.8M 31k 156.41
2020-09-30 $3.9M 30k 131.00
2020-06-30 $3.6M 28k 126.29
2020-03-31 $3.0M 28k 106.91
2019-12-31 $4.0M 24k 168.69
2019-09-30 $3.9M 24k 161.00
2019-06-30 $3.8M 24k 157.43
2019-03-31 $3.8M 24k 155.71
2018-12-31 $3.5M 25k 138.81
2018-09-30 $4.0M 25k 161.93
2018-06-30 $3.9M 25k 159.19
2018-03-31 $3.9M 25k 155.99
2017-12-31 $4.0M 25k 159.48
2017-09-30 $3.8M 25k 151.06
2017-06-30 $3.7M 25k 148.07
2017-03-31 $3.7M 25k 148.41
2016-12-31 $3.6M 25k 144.49
2016-09-30 $3.5M 26k 134.08
2016-06-30 $3.3M 26k 126.15
2016-03-31 $3.4M 28k 123.62
2015-12-31 $3.3M 28k 118.85
2015-09-30 $3.2M 28k 114.34
2015-06-30 $3.4M 28k 121.67
2015-03-31 $3.7M 29k 126.23
2014-12-31 $3.6M 29k 124.55
2014-09-30 $3.4M 29k 119.68
2014-06-30 $3.6M 29k 124.33
2014-03-31 $3.3M 28k 117.95
2013-12-31 $3.2M 28k 114.34
2013-09-30 $2.8M 27k 104.45
2013-06-30 $2.6M 27k 97.68
2013-03-31 $2.5M 26k 94.54
2012-12-31 $2.1M 26k 82.35
2012-09-30 $2.0M 26k 79.43
2012-03-31 $2.0M 24k 80.15
2011-12-31 $1.7M 24k 72.07
2011-09-30 $1.5M 24k 64.24
2011-06-30 $1.9M 24k 79.80
2011-03-31 $1.9M 24k 80.94
2010-12-31 $1.8M 24k 75.76

More positions owned by GHP Investment Advisors

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Uk Etf New (EWU)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Lincoln Electric Holdings (LECO)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)

View all positions for GHP Investment 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