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iShares Morningstar Mid Value Idx shares owned by Beacon Financial

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

Historical chart of Beacon Financial 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 Beacon Financial 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 Beacon Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $204k 2.8k 72.55

More positions owned by Beacon Financial

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Value Line Divid In SHS (FVD)
First Tr Morningstar Divid L SHS (FDL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Exxon Mobil Corporation (XOM)
Fidelity Covington Trust Qlty Fctor Etf (FQAL)
NVIDIA Corporation Call Option (NVDA)

View all positions for Beacon Financial

Top funds holding iShares Morningstar Mid Value Idx

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View all funds holding iShares Morningstar Mid Value Idx