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iShares Morningstar Mid Value Idx shares owned by Mml Investors Services

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

Historical chart of Mml Investors Services 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 Mml Investors Services 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 Mml Investors Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.3M 28k 82.34
2025-09-30 $4.7M 58k 80.35
2025-06-30 $3.2M 42k 75.98
2025-03-31 $2.5M 34k 74.18
2024-12-31 $2.6M 35k 74.26
2024-09-30 $2.6M 34k 76.64
2024-06-30 $2.4M 34k 70.23
2024-03-31 $2.5M 34k 72.54
2023-12-31 $2.6M 39k 67.73
2023-09-30 $2.4M 39k 60.60
2023-06-30 $2.6M 41k 63.70
2023-03-31 $2.3M 36k 61.89
2022-12-31 $2.4M 39k 62.06
2022-09-30 $2.1M 37k 55.94
2022-06-30 $2.1M 35k 59.36
2022-03-31 $2.2M 32k 68.89
2021-12-31 $2.1M 30k 68.26
2021-09-30 $1.6M 26k 63.22
2021-06-30 $1.5M 23k 64.22
2021-03-31 $1.5M 8.0k 184.39
2020-12-31 $1.2M 7.9k 156.38
2020-09-30 $1.0M 7.7k 130.95
2020-06-30 $969k 7.7k 126.25
2020-03-31 $722k 6.8k 106.87
2019-12-31 $1.1M 6.3k 168.62
2019-09-30 $1.1M 6.9k 161.05
2019-06-30 $1.8M 11k 157.39
2019-03-31 $3.5M 22k 155.70
2018-12-31 $3.0M 22k 138.80
2018-09-30 $3.3M 21k 161.94
2018-06-30 $2.7M 17k 159.19
2018-03-31 $2.4M 15k 155.95
2017-12-31 $2.1M 13k 159.45
2017-09-30 $1.8M 12k 151.12
2017-06-30 $1.5M 9.9k 148.06

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Core Msci Emkt (IEMG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Mml Investors Services

Top funds holding iShares Morningstar Mid Value Idx

Vantagepoint Investment Advisers
Raymond James Financial
Orgel Wealth Management
LPL Financial
Equitable Holdings
Commonwealth Equity Services
Wells Fargo & Company
Ameriprise Financial
Black Diamond Financial
Advisor Group Holdings
Matrix Trust
Steele Capital Management
UBS Group
Marietta Wealth Management
swisspartners Advisors

View all funds holding iShares Morningstar Mid Value Idx