D.A. Davidson & Co. »

iShares Morningstar Mid Value Idx shares owned by D.A. Davidson & Co.

Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by D.A. Davidson & Co. from 13F filings

Historical chart of D.A. Davidson & Co. 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 D.A. Davidson & Co. consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Mid Value Idx by D.A. Davidson & Co.

Quarter filed Position value Share count Share price at filing
2025-12-31 $455k 5.5k 82.35
2025-09-30 $338k 4.2k 80.36
2025-06-30 $243k 3.2k 75.98
2012-09-30 $9.0k 122 73.77

More positions owned by D.A. Davidson & Co.

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Broadcom (AVGO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 2000 Val Etf (IWN)
Spdr Series Trust State Street Spd (SPIB)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Raytheon Technologies Corp (RTX)

View all positions for D.A. Davidson & Co.

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