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iShares Morningstar Mid Value Idx shares owned by Hanson McClain Advisors

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

Historical chart of Hanson McClain 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 Hanson McClain 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 Hanson McClain Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $22k 268 82.34
2022-06-30 $15k 246 60.98
2022-03-31 $17k 246 69.11
2021-12-31 $17k 246 69.11
2021-09-30 $16k 246 65.04
2021-06-30 $16k 246 65.04
2021-03-31 $15k 82 182.93

More positions owned by Hanson McClain Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple Call Call Option (Principal) (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Gmo Etf Trust Gmo Us Quality E (QLTY)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Hanson McClain Advisors

Top funds holding iShares Morningstar Mid Value Idx

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Equitable Holdings
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Ameriprise Financial
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Marietta Wealth Management
swisspartners Advisors

View all funds holding iShares Morningstar Mid Value Idx