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iShares Morningstar Mid Value Idx shares owned by Creative Financial Designs

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

Historical chart of Creative Financial Designs 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 Creative Financial Designs 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 Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2025-12-31 $13k 156 82.21
2025-09-30 $12k 155 80.22
2025-06-30 $12k 154 75.95
2025-03-31 $11k 153 74.21
2024-12-31 $11k 152 74.32
2024-09-30 $12k 151 76.68
2023-12-31 $12k 173 67.72

More positions owned by Creative Financial Designs

State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Value Etf Etf (VTV)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Bny Mellon International Equity Etf Etf (BKIE)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Apple Stock (AAPL)
Eli Lilly & Co Stock (LLY)
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Amazon Stock (AMZN)
Vanguard Growth Etf Etf (VUG)
Capital Group Dividend Value Etf Etf (CGDV)
Vanguard Short-term Treasury Etf Etf (VGSH)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Inspire Corporate Bond Etf Etf (IBD)

View all positions for Creative Financial Designs

Top funds holding iShares Morningstar Mid Value Idx

Vantagepoint Investment Advisers
Raymond James Financial
Orgel Wealth Management
LPL Financial
Equitable Holdings
Commonwealth Equity Services
Wells Fargo & Company
Ameriprise Financial
Black Diamond Financial
Advisor Group Holdings
Matrix Trust
Steele Capital Management
UBS Group
Marietta Wealth Management
swisspartners Advisors

View all funds holding iShares Morningstar Mid Value Idx