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iShares Morningstar Mid Value Idx shares owned by Capital Analysts

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

Historical chart of Capital Analysts 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 Capital Analysts 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 Capital Analysts

Quarter filed Position value Share count Share price at filing
2023-12-31 $45k 668 67.37
2023-09-30 $40k 659 60.70
2023-06-30 $40k 659 60.70
2023-03-31 $41k 656 62.50

More positions owned by Capital Analysts

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Mcp Etf (IJH)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Apple (AAPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Ttl Stk (ITOT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Capital Analysts

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