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iShares Morningstar Mid Value Idx shares owned by Altfest L J & Co

Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by Altfest L J & Co from 13F filings

Historical chart of Altfest L J & Co 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 Altfest L J & Co 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 Altfest L J & Co

Quarter filed Position value Share count Share price at filing
2024-12-31 $544k 7.3k 74.26
2024-09-30 $562k 7.3k 76.67
2024-06-30 $515k 7.3k 70.26
2024-03-31 $532k 7.3k 72.58
2023-12-31 $295k 4.4k 67.68

More positions owned by Altfest L J & Co

First Tr Exchange-traded No Amer Energy (EMLP)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Apple (AAPL)
Matthews Asia Fds Asia Innov Activ (MINV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard World Comm Srvc Etf (VOX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
RBB Us Treasr 10 Yr (UTEN)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Vanguard World Utilities Etf (VPU)
Schwab Strategic Tr Us Tips Etf (SCHP)
Amazon (AMZN)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Altfest L J & Co

Top funds holding iShares Morningstar Mid Value Idx

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View all funds holding iShares Morningstar Mid Value Idx