Founders Grove Wealth Partners »

iShares Morningstar Mid Value Idx shares owned by Founders Grove Wealth Partners

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

Historical chart of Founders Grove Wealth Partners 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 Founders Grove Wealth Partners 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 Founders Grove Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $201k 2.2k 91.38

More positions owned by Founders Grove Wealth Partners

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard World Inf Tech Etf (VGT)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Select Sector Spdr Tr Technology (XLK)
Blackrock Etf Trust Ii Flexible Income (BINC)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Founders Grove Wealth Partners

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