Davis Capital Management »

iShares Morningstar Mid Value Idx shares owned by Davis Capital Management

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

Historical chart of Davis Capital 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 Davis Capital Management 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 Davis Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8k 53 72.09
2023-12-31 $4.5k 66 67.73

More positions owned by Davis Capital Management

Schwab U.s. Broad Market Etf Etf (SCHB)
Schwab Us Dividend Equity Etf Etf (SCHD)
Schwab International Equity Etf Etf (SCHF)
Schwab U.s. Small-cap Etf Etf (SCHA)
Vanguard Total Stock Market Etf Etf (VTI)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Apple Stock (AAPL)
Allstate Corp Stock (ALL)
Republic Svcs Stock (RSG)
Amazon Stock (AMZN)
Dow Stock (DOW)
Schwab U.s. Reit Etf Etf (SCHH)
Bank New York Mellon Corp Stock (BK)
Union Pac Corp Stock (UNP)
Visa Inc Com Cl A Stock (V)

View all positions for Davis Capital Management

Top funds holding iShares Morningstar Mid Value Idx

Orgel Wealth Management
Bank of America Corporation
Raymond James Financial Services Advisors
Matrix Trust
Steele Capital Management
Commonwealth Equity Services
Wells Fargo & Company
Baird Financial
UBS Group
Advisor Group Holdings
H D Vest Advisory Services
Woodard & Co Asset Management Group
Raymond James & Associates
GHP Investment Advisors
Rodgers & Associates

View all funds holding iShares Morningstar Mid Value Idx