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iShares Morningstar Mid Value Idx shares owned by Millstone Evans Group

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

Historical chart of Millstone Evans Group investment in iShares Morningstar Mid Value Idx

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All positions including iShares Morningstar Mid Value Idx held by Millstone Evans Group 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 Millstone Evans Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 36k 80.35
2025-06-30 $2.9M 39k 75.98
2025-03-31 $3.0M 40k 74.19

More positions owned by Millstone Evans Group

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Oracle Corporation (ORCL)
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Raymond James Financial (RJF)
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG)
Ishares Tr Rus Mdcp Val Etf Rus Mdcp Val Etf (IWS)
Ishares Tr Mrgstr Md Cp Val Mrgstr Md Cp Val (IMCV)
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Lincoln Electric Holdings (LECO)
Johnson & Johnson (JNJ)
First Trust North American Energy Infrastructure Fund No Amer Energy (EMLP)

View all positions for Millstone Evans Group

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