iShares Morningstar Mid Value Idx shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors investment in iShares Morningstar Mid Value Idx
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Quarterly reported holdings in iShares Morningstar Mid Value Idx by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 15k | 76.64 |
| 2024-06-30 | $1.1M | 15k | 70.24 |
| 2024-03-31 | $1.1M | 16k | 72.55 |
| 2023-12-31 | $1.0M | 15k | 67.72 |
| 2023-09-30 | $1.3M | 22k | 60.59 |
| 2023-06-30 | $1.4M | 22k | 63.70 |
| 2023-03-31 | $630k | 10k | 61.88 |
| 2022-12-31 | $1.0M | 17k | 62.07 |
| 2022-09-30 | $643k | 12k | 55.92 |
| 2022-06-30 | $668k | 11k | 59.40 |
| 2022-03-31 | $677k | 9.8k | 68.91 |
| 2021-12-31 | $796k | 12k | 68.25 |
| 2021-09-30 | $590k | 9.3k | 63.26 |
| 2021-06-30 | $599k | 9.3k | 64.22 |
| 2021-03-31 | $573k | 3.1k | 184.30 |
| 2020-12-31 | $486k | 3.1k | 156.32 |
| 2020-09-30 | $213k | 1.6k | 130.76 |
| 2020-06-30 | $172k | 1.4k | 126.28 |
| 2020-03-31 | $533k | 5.0k | 106.92 |
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