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iShares Morningstar Mid Value Idx shares owned by Cresset Asset Management

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

Historical chart of Cresset Asset Management 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 Cresset Asset Management 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 Cresset Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $226k 2.7k 82.34
2025-09-30 $221k 2.7k 80.35
2025-06-30 $209k 2.7k 75.98
2025-03-31 $204k 2.7k 74.19
2024-12-31 $204k 2.7k 74.26
2024-09-30 $210k 2.7k 76.64

More positions owned by Cresset Asset Management

Arista Networks Com Shs (ANET)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Erie Indty Cl A (ERIE)
Ishares Tr Core Msci Eafe (IEFA)
Meta Platforms Cl A Call Option (META)
Reddit Cl A (RDDT)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Palantir Technologies Cl A (PLTR)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Cresset Asset Management

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