FSA Wealth Management »

iShares Morningstar Mid Value Idx shares owned by FSA Wealth Management

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

Historical chart of FSA Wealth Management 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 FSA Wealth Management 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 FSA Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0k 45 66.67

More positions owned by FSA Wealth Management

Ishares Tr Equity (IWF)
Ishares Tr Equity (IWD)
Vanguard Tax-managed Fds Equity (VEA)
Ishares Tr Equity (IWP)
Ishares Tr Equity (IWS)
Ishares Tr Equity (IWN)
Ishares Tr Equity (IWO)
Vanguard Intl Equity Index F Equity (VWO)
Ishares Tr Equity (IXUS)
Apple Equity (AAPL)
Tesla Equity (TSLA)
Spdr Ser Tr Equity (SDY)
Microsoft Corp Equity (MSFT)
Intuit Equity (INTU)
Vanguard Bd Index Fds Equity (BND)

View all positions for FSA Wealth Management

Top funds holding iShares Morningstar Mid Value Idx

Orgel Wealth Management
Bank of America Corporation
Raymond James Financial Services Advisors
Matrix Trust
Steele Capital Management
Commonwealth Equity Services
Wells Fargo & Company
Baird Financial
UBS Group
Advisor Group Holdings
H D Vest Advisory Services
Woodard & Co Asset Management Group
Raymond James & Associates
GHP Investment Advisors
Rodgers & Associates

View all funds holding iShares Morningstar Mid Value Idx