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James J. Burns & Company »

iShares Morningstar Mid Value Idx shares owned by James J. Burns & Company

Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by James J. Burns & Company from 13F filings

Historical chart of James J. Burns & Company 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 James J. Burns & Company 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 James J. Burns & Company

Quarter filed	Position value	Share count	Share price at filing
2024-12-31	$480k	6.5k	74.21
2024-09-30	$493k	6.4k	76.60
2024-06-30	$450k	6.4k	70.27
2023-09-30	$358k	5.9k	60.62
2023-06-30	$415k	6.5k	63.72
2023-03-31	$810k	13k	61.93
2022-12-31	$247k	4.0k	61.97

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Ishares Tr Core Us Aggbd Et (AGG)

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Schwab Strategic Tr Us Lcap Va Etf (SCHV)

T Rowe Price Etf Us Equity Resear (TSPA)

View all positions for James J. Burns & Company

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