iShares Morningstar Mid Value Idx shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in iShares Morningstar Mid Value Idx
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All positions including iShares Morningstar Mid Value Idx held by Kestra Private Wealth Services 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 Kestra Private Wealth Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $267k | 3.7k | 72.55 |
2023-12-31 | $319k | 4.7k | 67.72 |
2023-09-30 | $429k | 7.1k | 60.59 |
2023-06-30 | $251k | 3.9k | 63.70 |
2023-03-31 | $358k | 5.8k | 61.88 |
2022-12-31 | $367k | 5.9k | 62.05 |
2022-09-30 | $927k | 17k | 55.92 |
2022-06-30 | $1.1M | 19k | 59.38 |
2022-03-31 | $1.3M | 19k | 68.90 |
2021-12-31 | $1.3M | 18k | 68.27 |
2021-09-30 | $1.2M | 19k | 63.23 |
2021-06-30 | $1.2M | 19k | 64.20 |
2021-03-31 | $1.1M | 6.1k | 184.36 |
2020-12-31 | $951k | 6.1k | 155.44 |
2020-09-30 | $855k | 6.5k | 130.95 |
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