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iShares Morningstar Mid Value Idx shares owned by Lebenthal Global Advisors

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

Historical chart of Lebenthal Global 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 Lebenthal Global 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 Lebenthal Global Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.6M 57k 80.35
2025-06-30 $4.2M 56k 75.98
2025-03-31 $4.1M 55k 74.19
2024-12-31 $3.9M 53k 74.26

More positions owned by Lebenthal Global Advisors

J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core 60/40 Balan (AOR)
Spdr Series Trust Russell Yield (ONEY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Bloomberg Sht Te (SJNK)

View all positions for Lebenthal Global Advisors

Top funds holding iShares Morningstar Mid Value Idx

Vantagepoint Investment Advisers
Morgan Stanley
Raymond James Financial
Orgel Wealth Management
Equitable Holdings
LPL Financial
Commonwealth Equity Services
Advisor Group Holdings
Wells Fargo & Company
Matrix Trust
Steele Capital Management
Black Diamond Financial
UBS Group
Marietta Wealth Management
swisspartners Advisors

View all funds holding iShares Morningstar Mid Value Idx