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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
2025-09-30 $228k 2.8k 80.34
2025-06-30 $216k 2.8k 75.98
2025-03-31 $210k 2.8k 74.20
2024-12-31 $210k 2.8k 74.27
2024-09-30 $216k 2.8k 76.65
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)
Vanguard Index Fds Growth Etf (VUG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Blackrock Etf Trust Ishares Intl Div (BIDD)
First Tr Exchange-traded SHS (FVD)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Beacon Financial

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