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iShares Morningstar Mid Value Idx shares owned by Evergreen Wealth Solutions

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

Historical chart of Evergreen Wealth Solutions 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 Evergreen Wealth Solutions 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 Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-06-30 $210k 2.1k 98.23

More positions owned by Evergreen Wealth Solutions

Ea Series Trust Mc Tr Eq Bu Etf (TRIO)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange-traded Core Investment (FTCB)
T Rowe Price Exchange-traded Cap Appreciation (TCAF)
NVIDIA Corporation Put Option (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
J P Morgan Exchange Traded F Income Etf (JPIE)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)

View all positions for Evergreen Wealth Solutions

Top funds holding iShares Morningstar Mid Value Idx

Vantagepoint Investment Advisers
Morgan Stanley
Ameriprise Financial
Raymond James Financial
LPL Financial
Orgel Wealth Management
Commonwealth Equity Services
Wells Fargo & Company
Black Diamond Financial
Advisor Group Holdings
Matrix Trust
Steele Capital Management
Bank of America Corporation
UBS Group
Granville Capital

View all funds holding iShares Morningstar Mid Value Idx