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iShares Morningstar Mid Value Idx shares owned by Glass Jacobson Investment Advisors

Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by Glass Jacobson Investment Advisors from 13F filings

Historical chart of Glass Jacobson Investment Advisors 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 Glass Jacobson Investment Advisors 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 Glass Jacobson Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $148k 1.8k 84.78

More positions owned by Glass Jacobson Investment Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Eafe Etf (EFA)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Glass Jacobson Investment Advisors

Top funds holding iShares Morningstar Mid Value Idx

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

View all funds holding iShares Morningstar Mid Value Idx