iShares Morningstar Mid Value Idx shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit 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 Summit Investment Advisors 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 Summit Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $18k | 260 | 67.72 |
2023-09-30 | $16k | 260 | 60.59 |
2023-06-30 | $21k | 330 | 63.70 |
2023-03-31 | $20k | 330 | 61.88 |
2022-12-31 | $21k | 330 | 62.05 |
2022-09-30 | $18k | 330 | 54.55 |
2022-06-30 | $19k | 330 | 57.58 |
2022-03-31 | $22k | 330 | 66.67 |
2021-12-31 | $22k | 330 | 66.67 |
2021-09-30 | $20k | 330 | 60.61 |
2021-06-30 | $21k | 330 | 63.64 |
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