iShares Morningstar Mid Value Idx shares owned by Orgel Wealth Management
Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by Orgel Wealth Management
from 13F filings
Historical chart of Orgel Wealth Management investment in iShares Morningstar Mid Value Idx
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Quarterly reported holdings in iShares Morningstar Mid Value Idx by Orgel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $26M | 345k | 76.64 |
| 2024-06-30 | $24M | 348k | 70.24 |
| 2024-03-31 | $26M | 352k | 72.55 |
| 2023-12-31 | $24M | 358k | 67.72 |
| 2023-09-30 | $20M | 326k | 60.59 |
| 2023-06-30 | $19M | 290k | 63.70 |
| 2023-03-31 | $18M | 284k | 61.88 |
| 2022-12-31 | $11M | 176k | 62.05 |
| 2022-09-30 | $1.8M | 32k | 55.93 |
| 2022-06-30 | $338k | 5.7k | 59.33 |
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