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iShares Morningstar Mid Value Idx shares owned by Hm Payson & Co

Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by Hm Payson & Co from 13F filings

Historical chart of Hm Payson & Co 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 Hm Payson & Co 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 Hm Payson & Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $41k 500 82.34
2025-09-30 $40k 500 80.35
2025-06-30 $38k 500 75.98
2025-03-31 $37k 500 74.19
2024-12-31 $51k 685 74.26

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