Vivaldi Capital Management »

iShares Morningstar Mid Value Idx shares owned by Vivaldi Capital Management

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

Historical chart of Vivaldi Capital 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 Vivaldi Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Mid Value Idx by Vivaldi Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 21k 66.22
2023-09-30 $1.3M 21k 60.59
2023-06-30 $1.4M 22k 63.70
2023-03-31 $1.1M 18k 61.88
2022-12-31 $1.0M 16k 64.26
2022-09-30 $798k 14k 57.47
2022-06-30 $776k 13k 59.36
2022-03-31 $801k 12k 64.70