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iShares Morningstar Mid Value Idx shares owned by CI Private Wealth

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

Historical chart of CI Private 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 CI Private 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 23k 76.64
2024-06-30 $4.2M 60k 70.22
2024-03-31 $4.4M 61k 72.55
2023-12-31 $4.0M 59k 67.72
2023-09-30 $3.3M 55k 60.59
2023-06-30 $3.5M 55k 63.70
2023-03-31 $3.5M 57k 61.88
2022-12-31 $3.7M 60k 62.05

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Alphabet Cap Stk Cl C (GOOG)
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Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
UnitedHealth (UNH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for CI Private Wealth

Top funds holding iShares Morningstar Mid Value Idx

Morgan Stanley
Equitable Holdings
Orgel Wealth Management
Raymond James Financial Services Advisors
Matrix Trust
Steele Capital Management
Bank of America Corporation
Commonwealth Equity Services
Wells Fargo & Company
LPL Financial
Advisor Group Holdings
Black Diamond Financial
swisspartners Advisors
GHP Investment Advisors
Rodgers & Associates

View all funds holding iShares Morningstar Mid Value Idx