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iShares Morningstar Mid Value Idx shares owned by DDFG

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

Historical chart of DDFG investment in iShares Morningstar Mid Value Idx

Jan 2023Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 2025300M400M500M4000500060007000
Value ($)Share countHistorical IMCV position of DDFG Source: stockzoa.comValue ($)Share count

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

Quarter filed Position value Share count Share price at filing
2024-12-31 $522M 7.0k 74260.49
2024-09-30 $458M 6.0k 76634.17
2024-06-30 $387M 5.5k 70236.71
2024-03-31 $348M 4.8k 72546.10
2023-09-30 $457M 7.5k 60588.52
2023-06-30 $459M 7.2k 63698.39
2023-03-31 $376M 6.1k 61881.20
2022-12-31 $243M 3.9k 62050.05

More positions owned by DDFG

Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr U S Equity Factr (LRGF)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Intl Eqty Factor (INTF)

View all positions for DDFG

Top funds holding iShares Morningstar Mid Value Idx

Morgan Stanley
Equitable Holdings
Orgel Wealth Management
Colony
Raymond James Financial
Matrix Trust
Steele Capital Management
Commonwealth Equity Services
Bank of America Corporation
Wells Fargo & Company
LPL Financial
Advisor Group Holdings
Black Diamond Financial
swisspartners Advisors
UBS Group

View all funds holding iShares Morningstar Mid Value Idx