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iShares Morningstar Mid Value Idx shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks 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 Lifeworks 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 Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $203k 2.2k 91.38
2023-12-31 $225k 3.3k 67.72
2023-09-30 $230k 3.8k 60.59
2023-06-30 $297k 4.7k 63.70

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Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
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Ishares Gold Tr Ishares New (IAU)
Corning Incorporated (GLW)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Microsoft Corporation (MSFT)
Hewlett Packard Enterprise (HPE)
Jabil Circuit (JBL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Lifeworks Advisors

Top funds holding iShares Morningstar Mid Value Idx

Vantagepoint Investment Advisers
Ameriprise Financial
Raymond James Financial
LPL Financial
Orgel Wealth Management
Black Diamond Financial
Commonwealth Equity Services
Wells Fargo & Company
Advisor Group Holdings
Matrix Trust
Steele Capital Management
Bank of America Corporation
UBS Group
Granville Capital
Marietta Wealth Management

View all funds holding iShares Morningstar Mid Value Idx