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
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Quarterly reported holdings in iShares Morningstar Mid Value Idx by Guardian Wealth Advisors, Llc / Nc
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $70k | 825 | 84.75 |
| 2025-06-30 | $92k | 1.2k | 75.97 |
| 2025-03-31 | $105k | 1.4k | 74.19 |
| 2024-12-31 | $105k | 1.4k | 74.25 |
| 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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