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iShares Morningstar Mid Value Idx shares owned by LRI Investments

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

Historical chart of LRI Investments 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 LRI Investments 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 LRI Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 23k 80.35
2025-06-30 $1.7M 23k 75.98
2025-03-31 $1.7M 23k 74.19
2024-12-31 $1.7M 23k 74.26
2024-09-30 $1.8M 23k 78.33
2024-06-30 $1.6M 23k 70.24
2024-03-31 $1.7M 23k 72.55

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional Us Core Equity 1 Etf Etf (DCOR)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Dimensional International Core Equity Market Etf Etf (DFAI)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Microsoft Corp Stock (MSFT)
Wisdomtree International Equity Fund Etf (DWM)
Meta Platforms Inc Cl A Stock (META)
Assured Guaranty Stock (AGO)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Apple Stock (AAPL)
Dimensional International Value Etf Etf (DFIV)
Trane Technologies Stock (TT)

View all positions for LRI Investments

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