Private Trust Co Na »

iShares Morningstar Mid Value Idx shares owned by Private Trust Co Na

Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by Private Trust Co Na from 13F filings

Historical chart of Private Trust Co Na 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 Trust Co Na 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 Private Trust Co Na

Quarter filed Position value Share count Share price at filing
2025-12-31 $70k 854 82.34
2025-09-30 $66k 822 80.35
2025-06-30 $63k 832 75.98
2025-03-31 $53k 713 74.19
2024-12-31 $23k 310 74.26
2024-09-30 $24k 310 76.64
2023-06-30 $105k 1.7k 63.70
2023-03-31 $102k 1.7k 61.88
2022-12-31 $103k 1.7k 62.31
2022-09-30 $92k 1.7k 55.66
2022-06-30 $98k 1.7k 59.29

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View all positions for Private Trust Co Na

Top funds holding iShares Morningstar Mid Value Idx

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