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iShares Morningstar Mid Value Idx shares owned by Operose Advisors

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

Historical chart of Operose 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 Operose Advisors 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 Operose Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $44k 642 67.72
2023-09-30 $39k 642 60.59
2023-06-30 $41k 642 63.70
2023-03-31 $40k 642 61.88
2022-12-31 $40k 642 62.05
2022-09-30 $36k 642 56.07
2022-06-30 $38k 642 59.19
2022-03-31 $44k 642 68.54
2021-12-31 $44k 642 68.54

More positions owned by Operose Advisors

Vanguard High Dividend Yield ETF Etf (VYM)
Vanguard Total Stock Market ETF Etf (VTI)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Vanguard Mid-Cap Growth ETF Etf (VOT)
iShares International Select Dividend ETF Etf (IDV)
Schwab International Equity ETF Etf (SCHF)
Spdr S&p 500 Etf Etf (SPY)
Vanguard FTSE All-World ex-US Sm-Cp ETF Etf (VSS)
iShares S&P Small-Cap 600 Value ETF Etf (IJS)
iShares Russell 2000 ETF Etf (IWM)
Artisan Partners Asset Management Common (APAM)
iShares Select Dividend ETF Etf (DVY)
Microsoft Corp Common (MSFT)
iShares Core S&P 500 ETF Etf (IVV)

View all positions for Operose Advisors

Top funds holding iShares Morningstar Mid Value Idx

Orgel Wealth Management
Bank of America Corporation
Raymond James Financial Services Advisors
Matrix Trust
Steele Capital Management
Commonwealth Equity Services
Wells Fargo & Company
Baird Financial
UBS Group
Advisor Group Holdings
H D Vest Advisory Services
Woodard & Co Asset Management Group
Raymond James & Associates
GHP Investment Advisors
Rodgers & Associates

View all funds holding iShares Morningstar Mid Value Idx