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iShares Morningstar Mid Value Idx shares owned by Revisor Wealth Management

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

Historical chart of Revisor Wealth Management 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 Revisor Wealth Management 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 Revisor Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $395k 5.6k 70.03
2023-09-30 $211k 3.5k 60.59

More positions owned by Revisor Wealth Management

Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Em Mkts Div Etf (DVYE)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dbx Etf Tr Xtrack Usd High (HYLB)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Apple (AAPL)
Spdr Ser Tr Portfli High Yld (SPHY)

View all positions for Revisor Wealth Management

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