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iShares Morningstar Mid Value Idx shares owned by Bogart Wealth

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

Historical chart of Bogart Wealth 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 Bogart Wealth 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 Bogart Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $38k 466 82.32
2025-09-30 $37k 465 80.31
2025-06-30 $35k 464 75.95
2025-03-31 $34k 463 74.16
2023-09-30 $931 15 62.13
2023-06-30 $2.1k 32 64.47
2023-03-31 $2.5k 40 62.25
2022-12-31 $2.0k 33 62.06

More positions owned by Bogart Wealth

Exxon Mobil Corp Stock (XOM)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Msci Acwi Etf Etf (ACWI)
Vanguard Total Bond Market Etf Etf (BND)
Capital Group Dividend Value Etf Etf (CGDV)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Columbia Research Enhanced Core Etf Etf (RECS)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Invesco Nasdaq 100 Etf Etf (QQQM)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Vanguard Total International Stock Etf Etf (VXUS)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Global X Adaptive U.s. Factor Etf Etf (AUSF)

View all positions for Bogart Wealth

Top funds holding iShares Morningstar Mid Value Idx

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

View all funds holding iShares Morningstar Mid Value Idx