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iShares Morningstar Mid Value Idx shares owned by Dfpg Investments

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

Historical chart of Dfpg Investments 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 Dfpg Investments 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 Dfpg Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 23k 67.14
2023-09-30 $1.3M 22k 59.50
2023-06-30 $2.8M 42k 66.02
2023-03-31 $1.1M 18k 61.88

More positions owned by Dfpg Investments

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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Advanced Micro Devices (AMD)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Meta Platforms Cl A (META)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Costco Wholesale Corporation (COST)
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Select Sector Spdr Tr Energy (XLE)

View all positions for Dfpg Investments

Top funds holding iShares Morningstar Mid Value Idx

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

View all funds holding iShares Morningstar Mid Value Idx