Black Diamond Financial »

iShares Morningstar Mid Value Idx shares owned by Black Diamond Financial

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

Historical chart of Black Diamond 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 Black Diamond Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Mid Value Idx by Black Diamond Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.1M 75k 67.72
2023-09-30 $4.4M 72k 60.59
2023-06-30 $4.4M 70k 63.70
2023-03-31 $4.0M 65k 61.88
2022-12-31 $3.6M 59k 62.05
2022-09-30 $3.4M 61k 55.94
2022-06-30 $2.9M 49k 59.96
2022-03-31 $2.3M 33k 68.90
2021-12-31 $592k 8.7k 68.23

More positions owned by Black Diamond Financial

Vanguard World Mega Cap Val Etf (MGV)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Lindblad Expeditions Hldgs I (LIND)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Black Diamond Financial

Top funds holding iShares Morningstar Mid Value Idx

Orgel Wealth Management
Bank of America Corporation
Raymond James Financial Services Advisors
Matrix Trust
Steele Capital Management
Commonwealth Equity Services
Wells Fargo & Company
Baird Financial
UBS Group
Advisor Group Holdings
H D Vest Advisory Services
Woodard & Co Asset Management Group
Raymond James & Associates
GHP Investment Advisors
Rodgers & Associates

View all funds holding iShares Morningstar Mid Value Idx