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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Value Idx held by CWM 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 CWM

Quarter filed Position value Share count Share price at filing
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 $435k 6.8k 64.19
2020-12-31 $435k 6.8k 64.19
2020-09-30 $435k 6.8k 64.19
2020-06-30 $435k 6.8k 64.19
2020-03-31 $393k 3.7k 107.00
2019-12-31 $435k 6.8k 64.19
2019-09-30 $435k 6.8k 64.19
2019-06-30 $435k 6.8k 64.19
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