iShares Morningstar Mid Value Idx shares owned by O'shaughnessy Asset Management
Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by O'shaughnessy Asset Management
from 13F filings
Historical chart of O'shaughnessy Asset Management investment in iShares Morningstar Mid Value Idx
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Quarterly reported holdings in iShares Morningstar Mid Value Idx by O'shaughnessy Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $217k | 2.6k | 82.34 |
| 2025-09-30 | $35k | 439 | 80.35 |
| 2025-06-30 | $33k | 439 | 75.98 |
| 2025-03-31 | $33k | 439 | 74.19 |
| 2024-12-31 | $33k | 439 | 74.26 |
| 2024-09-30 | $34k | 439 | 77.36 |
| 2024-06-30 | $31k | 439 | 70.24 |
| 2024-03-31 | $32k | 439 | 72.55 |
| 2023-12-31 | $17k | 246 | 67.72 |
| 2023-09-30 | $15k | 246 | 60.59 |
| 2023-06-30 | $16k | 246 | 63.70 |
| 2023-03-31 | $15k | 246 | 61.88 |
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