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iShares Morningstar Mid Value Idx shares owned by Ashton Thomas Private Wealth

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

Historical chart of Ashton Thomas Private Wealth 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 Ashton Thomas Private Wealth 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 Ashton Thomas Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $68k 804 84.79
2024-06-30 $57k 804 70.24

More positions owned by Ashton Thomas Private Wealth

Spdr Series Trust State Street Spd (BIL)
Apple (AAPL)
Select Sector Spdr Tr State Street Tec (XLK)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Chime Finl Com Shs Cl A (CHYM)
Strategy Day Hagan Smart (SSUS)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
C H Robinson Worldwide In Com New (CHRW)
Strategy Day Hagan Smart (DHSB)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)

View all positions for Ashton Thomas Private Wealth

Top funds holding iShares Morningstar Mid Value Idx

Vantagepoint Investment Advisers
Morgan Stanley
Raymond James Financial
Ameriprise Financial
LPL Financial
Orgel Wealth Management
Equitable Holdings
Commonwealth Equity Services
Wells Fargo & Company
Advisor Group Holdings
Black Diamond Financial
Matrix Trust
Steele Capital Management
Bank of America Corporation
UBS Group

View all funds holding iShares Morningstar Mid Value Idx