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iShares Morningstar Mid Value Idx shares owned by Ipsen Advisor Group

Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by Ipsen Advisor Group from 13F filings

Historical chart of Ipsen Advisor Group 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 Ipsen Advisor Group 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 Ipsen Advisor Group

Quarter filed Position value Share count Share price at filing
2022-12-31 $3.8M 62k 62.05

More positions owned by Ipsen Advisor Group

Flowers Foods (FLO)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Mrgstr Md Cp Val (IMCV)
Ishares Tr Mrning Sm Cp Etf (ISCV)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ishares Tr MRGSTR SM CP GR (ISCG)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Msci Eafe Smcp (HSCZ)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Ipsen Advisor Group

Top funds holding iShares Morningstar Mid Value Idx

Orgel Wealth Management
Bank of America Corporation
Raymond James Financial Services Advisors
Matrix Trust
Steele Capital Management
Commonwealth Equity Services
Wells Fargo & Company
Baird Financial
UBS Group
Advisor Group Holdings
H D Vest Advisory Services
Woodard & Co Asset Management Group
Raymond James & Associates
GHP Investment Advisors
Rodgers & Associates

View all funds holding iShares Morningstar Mid Value Idx