Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Oakworth Capital »

iShares Morningstar Mid Value Idx shares owned by Oakworth Capital

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

Historical chart of Oakworth Capital 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 Oakworth Capital consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Mid Value Idx by Oakworth Capital

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$276k	3.4k	80.35
2025-06-30	$261k	3.4k	75.98
2025-03-31	$255k	3.4k	74.19
2024-12-31	$255k	3.4k	74.26
2024-09-30	$263k	3.4k	76.64

More positions owned by Oakworth Capital

Ishares Russell 1000 Growth Mutual Fund/sto (IWF)

Ishares Russell 1000 Value Mutual Fund/sto (IWD)

Vanguard Total Bond Market Etf Mutual Fund/gov (BND)

Vanguard Ftse Developed Markets Mutual Fund/sto (VEA)

Ishares Russell Mid-cap Mutual Fund/sto (IWR)

Ishares Short Treasury Bond Etf Mutual Fund/cor (SHV)

Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)

Jp Morgan Chase & Co Common Stock (JPM)

Spdr Gold Shares Mutual Fund/sto (GLD)

Alphabet Inc Sr Common Stock (GOOG)

Walmart Common Stock (WMT)

Vanguard Inter-trm Treas Index Mutual Fund/gov (VGIT)

Apple Common Stock (AAPL)

Jpmorgan Equity Premium Income Mutual Fund/sto (JEPI)

Ishares S&p 100 Mutual Fund/sto (OEF)

View all positions for Oakworth Capital

Top funds holding iShares Morningstar Mid Value Idx

Vantagepoint Investment Advisers

Raymond James Financial

Orgel Wealth Management

Equitable Holdings

Commonwealth Equity Services

Advisor Group Holdings

Wells Fargo & Company

Steele Capital Management

Black Diamond Financial

Marietta Wealth Management

swisspartners Advisors

View all funds holding iShares Morningstar Mid Value Idx

© 2025 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z