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iShares Morningstar Mid Value Idx shares owned by Diversify Advisory Services

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

Historical chart of Diversify Advisory Services 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 Diversify Advisory Services 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 Diversify Advisory Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.0M 14k 73.43
2024-09-30 $1.3M 17k 77.00
2024-06-30 $1.6M 23k 69.88
2024-03-31 $1.6M 22k 72.09

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View all positions for Diversify Advisory Services

Top funds holding iShares Morningstar Mid Value Idx

Morgan Stanley
Equitable Holdings
Orgel Wealth Management
Colony
Raymond James Financial
Raymond James Financial Services Advisors
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

View all funds holding iShares Morningstar Mid Value Idx