iShares Morningstar Mid Value Idx shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Morningstar Mid Value Idx by Captrust Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $976k | 14k | 67.72 |
2021-12-31 | $422k | 6.2k | 68.25 |
2021-09-30 | $386k | 6.1k | 63.14 |
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