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
Download as csv
Download as Excel
Quarterly reported holdings in iShares Morningstar Mid Value Idx by James J. Burns & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 19k | 80.35 |
| 2025-06-30 | $1.6M | 21k | 75.98 |
| 2025-03-31 | $454k | 6.1k | 74.19 |
| 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 |
Top funds holding iShares Morningstar Mid Value Idx
View all funds holding iShares Morningstar Mid Value Idx