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iShares Morningstar Mid Value Idx shares owned by Aire Advisors

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

Historical chart of Aire 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 Aire 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 Aire Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 36k 76.64
2024-06-30 $2.5M 36k 70.23
2024-03-31 $2.8M 39k 72.57
2023-12-31 $2.6M 38k 67.74
2023-09-30 $1.7M 29k 60.59
2023-06-30 $1.8M 29k 63.70
2023-03-31 $1.6M 26k 61.88
2022-12-31 $1.8M 28k 62.05
2022-09-30 $650k 12k 55.91

More positions owned by Aire Advisors

Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Comcast Corp Cl A (CMCSA)
Dimensional Etf Trust Intl Core Equity (DFIC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Value Etf (VTV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Conv Bd Etf (ICVT)
Texas Roadhouse (TXRH)

View all positions for Aire Advisors

Top funds holding iShares Morningstar Mid Value Idx

Morgan Stanley
Equitable Holdings
Orgel Wealth Management
Colony
Raymond James Financial
Raymond James Financial Services Advisors
Matrix Trust
Steele Capital Management
Commonwealth Equity Services
Bank of America Corporation
Wells Fargo & Company
LPL Financial
Advisor Group Holdings
Black Diamond Financial
swisspartners Advisors

View all funds holding iShares Morningstar Mid Value Idx