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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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All positions including iShares Morningstar Mid Value Idx held by O'shaughnessy Asset Management 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 O'shaughnessy Asset Management

Quarter filed Position value Share count Share price at filing
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

More positions owned by O'shaughnessy Asset Management

Microsoft Corporation (MSFT)
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Builders FirstSource (BLDR)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Marathon Petroleum Corp (MPC)
Ishares Tr Core Us Aggbd Et (AGG)
Altria (MO)
Comcast Corp Cl A (CMCSA)
Ishares Tr Short Treas Bd (SHV)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Kla Corp Com New (KLAC)
American Intl Group Com New (AIG)

View all positions for O'shaughnessy Asset Management

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