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iShares Morningstar Mid Value Idx shares owned by BFC Planning

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

Historical chart of BFC Planning 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 BFC Planning 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 BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $146k 1.6k 91.36
2026-03-31 $140k 1.7k 84.93
2025-12-31 $134k 1.6k 82.35
2025-09-30 $129k 1.6k 80.38
2025-06-30 $118k 1.5k 75.98

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Top funds holding iShares Morningstar Mid Value Idx

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

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