iShares Morningstar Mid Value Idx shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in iShares Morningstar Mid Value Idx
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Quarterly reported holdings in iShares Morningstar Mid Value Idx by Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $22k | 300 | 72.55 |
| 2023-12-31 | $20k | 300 | 67.72 |
| 2023-09-30 | $18k | 300 | 60.59 |
| 2023-06-30 | $19k | 300 | 63.70 |
| 2023-03-31 | $32k | 510 | 61.88 |
| 2022-12-31 | $32k | 510 | 62.75 |
| 2022-09-30 | $29k | 510 | 56.86 |
| 2022-06-30 | $30k | 510 | 58.82 |
| 2022-03-31 | $35k | 510 | 68.63 |
| 2021-12-31 | $35k | 510 | 68.63 |
| 2021-09-30 | $32k | 510 | 62.75 |
| 2021-06-30 | $33k | 510 | 64.71 |
| 2021-03-31 | $31k | 170 | 182.35 |
| 2020-12-31 | $27k | 170 | 158.82 |
| 2020-09-30 | $22k | 170 | 129.41 |
| 2020-06-30 | $21k | 170 | 123.53 |
| 2020-03-31 | $18k | 170 | 105.88 |
| 2019-12-31 | $29k | 170 | 170.59 |
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