iShares Morningstar Mid Value Idx shares owned by Merit Financial Group
Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in iShares Morningstar Mid Value Idx
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Quarterly reported holdings in iShares Morningstar Mid Value Idx by Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.3M | 28k | 81.11 |
| 2025-09-30 | $2.2M | 28k | 78.67 |
| 2025-06-30 | $2.1M | 28k | 75.98 |
| 2025-03-31 | $1.8M | 24k | 74.19 |
| 2024-12-31 | $2.0M | 26k | 74.26 |
| 2024-09-30 | $2.1M | 27k | 76.64 |
| 2024-03-31 | $2.0M | 29k | 70.27 |
| 2023-12-31 | $2.0M | 30k | 67.72 |
| 2023-09-30 | $1.2M | 20k | 60.59 |
| 2023-06-30 | $1.2M | 20k | 63.70 |
| 2023-03-31 | $1.2M | 19k | 61.88 |
| 2022-12-31 | $1.3M | 21k | 62.05 |
| 2022-09-30 | $1.1M | 19k | 55.96 |
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