iShares Morningstar Mid Value Idx shares owned by CWM
Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by CWM
from 13F filings
Historical chart of CWM investment in iShares Morningstar Mid Value Idx
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Quarterly reported holdings in iShares Morningstar Mid Value Idx by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $435k | 5.7k | 76.67 |
| 2024-06-30 | $445k | 6.3k | 70.20 |
| 2024-03-31 | $460k | 6.3k | 72.57 |
| 2023-12-31 | $478k | 7.1k | 67.73 |
| 2023-09-30 | $429k | 7.1k | 60.57 |
| 2023-06-30 | $384k | 6.0k | 63.64 |
| 2023-03-31 | $360k | 5.8k | 61.85 |
| 2022-12-31 | $361k | 5.8k | 62.02 |
| 2022-09-30 | $368k | 6.6k | 56.01 |
| 2022-06-30 | $396k | 6.7k | 59.30 |
| 2022-03-31 | $463k | 6.7k | 68.83 |
| 2021-12-31 | $459k | 6.7k | 68.23 |
| 2021-06-30 | $435k | 6.8k | 64.19 |
| 2021-03-31 | $417k | 2.3k | 184.60 |
| 2020-12-31 | $295k | 1.9k | 156.25 |
| 2020-09-30 | $247k | 1.9k | 130.83 |
| 2020-06-30 | $242k | 1.9k | 126.11 |
| 2020-03-31 | $393k | 3.7k | 107.00 |
| 2019-12-31 | $729k | 4.3k | 168.59 |
| 2019-09-30 | $765k | 4.8k | 160.98 |
| 2019-06-30 | $886k | 5.6k | 157.46 |
| 2019-03-31 | $915k | 5.9k | 155.72 |
| 2018-12-31 | $660k | 4.8k | 138.77 |
| 2018-09-30 | $778k | 4.8k | 162.02 |
| 2018-06-30 | $793k | 5.0k | 159.20 |
| 2018-03-31 | $777k | 5.0k | 155.99 |
| 2017-12-31 | $709k | 4.4k | 159.51 |
| 2017-09-30 | $615k | 4.1k | 151.03 |
| 2017-06-30 | $448k | 3.0k | 148.10 |
| 2017-03-31 | $410k | 2.8k | 148.50 |
| 2016-12-31 | $399k | 2.8k | 144.51 |
| 2016-09-30 | $236k | 1.8k | 133.94 |
| 2016-06-30 | $61k | 481 | 126.82 |
| 2016-03-31 | $46k | 375 | 122.67 |
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