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iShares Morningstar Mid Value Idx shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors 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 SRS Capital Advisors 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $63k 684 91.38
2018-09-30 $4.0k 23 173.91
2018-06-30 $3.0k 22 136.36
2018-03-31 $3.0k 22 136.36
2017-12-31 $3.0k 24 125.00
2017-09-30 $3.0k 24 125.00
2017-06-30 $4.0k 24 166.67
2017-03-31 $3.0k 24 125.00
2016-12-31 $3.0k 24 125.00

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View all positions for SRS Capital Advisors

Top funds holding iShares Morningstar Mid Value Idx

Vantagepoint Investment Advisers
Morgan Stanley
Ameriprise Financial
Raymond James Financial
LPL Financial
Orgel Wealth Management
Commonwealth Equity Services
Wells Fargo & Company
Black Diamond Financial
Advisor Group Holdings
Matrix Trust
Steele Capital Management
Bank of America Corporation
UBS Group
Granville Capital

View all funds holding iShares Morningstar Mid Value Idx