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iShares Morningstar Mid Value Idx shares owned by LPL Financial

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

Historical chart of LPL Financial investment in iShares Morningstar Mid Value Idx

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All positions including iShares Morningstar Mid Value Idx held by LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $22M 277k 80.35
2025-06-30 $17M 219k 75.98
2025-03-31 $13M 170k 74.19
2024-12-31 $12M 158k 74.26
2024-09-30 $13M 163k 76.64
2024-06-30 $13M 179k 70.24
2024-03-31 $13M 175k 72.55
2023-09-30 $6.7M 111k 60.59
2023-06-30 $7.2M 113k 63.70
2023-03-31 $7.3M 117k 61.88
2022-12-31 $7.5M 121k 62.05
2022-09-30 $6.8M 121k 55.94
2022-06-30 $7.6M 127k 59.36
2022-03-31 $11M 157k 68.89
2021-12-31 $10M 147k 68.27
2021-09-30 $9.6M 152k 63.22
2021-06-30 $7.2M 112k 64.22
2021-03-31 $6.2M 34k 184.40
2020-12-31 $4.3M 28k 156.41
2020-09-30 $3.5M 26k 131.00
2020-06-30 $3.9M 31k 126.29
2020-03-31 $3.5M 33k 106.92
2019-12-31 $4.9M 29k 168.71
2019-09-30 $4.5M 28k 160.97
2019-06-30 $4.2M 26k 157.42
2019-03-31 $4.1M 26k 155.74
2018-12-31 $3.1M 22k 138.79
2018-09-30 $3.0M 19k 161.92
2018-06-30 $2.6M 16k 159.14
2018-03-31 $2.7M 17k 155.98
2017-12-31 $3.2M 20k 159.49
2017-09-30 $3.2M 21k 151.10
2017-06-30 $3.4M 23k 148.07
2017-03-31 $3.6M 25k 147.24
2016-12-31 $2.9M 20k 145.86
2016-09-30 $4.7M 35k 132.73
2016-06-30 $2.8M 23k 124.82
2016-03-31 $3.2M 26k 121.42
2015-12-31 $3.4M 29k 117.61
2015-09-30 $1.9M 16k 117.99
2015-06-30 $2.5M 20k 123.67
2015-03-31 $2.7M 22k 125.76
2014-12-31 $3.1M 25k 124.55
2014-09-30 $2.5M 22k 118.52
2014-06-30 $3.2M 26k 124.34
2014-03-31 $2.1M 17k 117.92
2013-12-31 $1.9M 17k 114.34
2013-09-30 $1.2M 11k 106.53
2013-06-30 $983k 10k 97.70
2012-09-30 $985k 12k 79.40
2011-09-30 $1.5M 23k 64.26

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View all positions for LPL Financial

Top funds holding iShares Morningstar Mid Value Idx

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View all funds holding iShares Morningstar Mid Value Idx