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iShares Morningstar Mid Value Idx shares owned by Barnes Dennig Private Wealth Management

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

Historical chart of Barnes Dennig Private Wealth Management investment in iShares Morningstar Mid Value Idx

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All positions including iShares Morningstar Mid Value Idx held by Barnes Dennig Private Wealth Management 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 Barnes Dennig Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $14k 164 82.34

More positions owned by Barnes Dennig Private Wealth Management

Bank of New York Mellon Corporation (BK)
Alphabet Cap Stk Cl A (GOOGL)
Applied Materials (AMAT)
Apple (AAPL)
Ishares Silver Tr Ishares (SLV)
Charles Schwab Corporation (SCHW)
BorgWarner (BWA)
Amgen (AMGN)
Medtronic SHS (MDT)
Ishares Tr Core S&p500 Etf (IVV)
Marvell Technology (MRVL)
Microsoft Corporation (MSFT)
Caterpillar (CAT)
CVS Caremark Corporation (CVS)
ON Semiconductor (ON)

View all positions for Barnes Dennig Private Wealth Management

Top funds holding iShares Morningstar Mid Value Idx

Vantagepoint Investment Advisers
Raymond James Financial
Orgel Wealth Management
Equitable Holdings
LPL Financial
Commonwealth Equity Services
Advisor Group Holdings
Wells Fargo & Company
Matrix Trust
Steele Capital Management
UBS Group
Black Diamond Financial
Marietta Wealth Management
swisspartners Advisors
Envestnet Asset Management

View all funds holding iShares Morningstar Mid Value Idx