iShares Morningstar Mid Value Idx shares owned by Guardian Wealth Advisors, Llc / Nc
Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by Guardian Wealth Advisors, Llc / Nc
from 13F filings
Historical chart of Guardian Wealth Advisors, Llc / Nc 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 Guardian Wealth Advisors, Llc / Nc consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Morningstar Mid Value Idx by Guardian Wealth Advisors, Llc / Nc
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $154k | 2.0k | 76.66 |
2024-06-30 | $145k | 2.1k | 70.26 |
2024-03-31 | $188k | 2.6k | 72.56 |
2023-12-31 | $355k | 5.2k | 67.72 |
2023-09-30 | $329k | 5.4k | 61.02 |
2023-06-30 | $256k | 4.0k | 63.69 |
2023-03-31 | $195k | 3.1k | 61.88 |
2022-12-31 | $129k | 2.1k | 62.04 |
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