iShares Morningstar Mid Value Idx shares owned by Private Advisor
Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor 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 Private Advisor consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Morningstar Mid Value Idx by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $416k | 5.1k | 82.35 |
| 2025-09-30 | $401k | 5.0k | 80.36 |
| 2025-06-30 | $379k | 5.0k | 75.99 |
| 2024-09-30 | $303k | 4.0k | 76.64 |
| 2024-06-30 | $247k | 3.5k | 70.23 |
| 2024-03-31 | $255k | 3.5k | 72.54 |
| 2023-12-31 | $441k | 6.5k | 67.72 |
| 2023-09-30 | $301k | 5.0k | 60.59 |
| 2023-06-30 | $317k | 5.0k | 63.70 |
| 2023-03-31 | $307k | 5.0k | 61.88 |
| 2020-06-30 | $22k | 171 | 128.66 |
| 2019-12-31 | $529k | 3.1k | 168.63 |
| 2019-09-30 | $508k | 3.2k | 161.01 |
| 2019-06-30 | $501k | 3.2k | 157.50 |
| 2019-03-31 | $579k | 3.7k | 155.69 |
| 2018-12-31 | $308k | 2.2k | 138.93 |
| 2018-09-30 | $606k | 3.7k | 161.90 |
| 2018-03-31 | $244k | 1.6k | 156.11 |
| 2017-09-30 | $346k | 2.3k | 151.62 |
| 2017-06-30 | $1.3M | 8.7k | 147.30 |
| 2017-03-31 | $1.3M | 8.9k | 146.64 |
| 2016-12-31 | $1.3M | 9.1k | 146.80 |
| 2016-09-30 | $237k | 1.8k | 132.62 |
| 2016-06-30 | $209k | 1.7k | 124.70 |
| 2014-09-30 | $157k | 1.3k | 119.66 |
| 2014-06-30 | $995k | 8.0k | 124.31 |
Top funds holding iShares Morningstar Mid Value Idx
View all funds holding iShares Morningstar Mid Value Idx