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iShares Morningstar Mid Value Idx shares owned by Brian McDonald

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

Historical chart of Brian McDonald 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 Brian McDonald 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 Brian McDonald

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 14k 82.34
2025-09-30 $1.1M 14k 80.35
2025-06-30 $1.0M 14k 75.98
2025-03-31 $991k 13k 74.19
2024-12-31 $994k 13k 74.26
2024-09-30 $1.0M 13k 76.64
2024-06-30 $942k 13k 70.25
2024-03-31 $971k 13k 72.55
2023-09-30 $831k 14k 60.59