iShares Morningstar Mid Value Idx shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in iShares Morningstar Mid Value Idx
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Quarterly reported holdings in iShares Morningstar Mid Value Idx by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $965 | 13 | 74.23 |
| 2024-09-30 | $996 | 13 | 76.62 |
| 2024-06-30 | $913 | 13 | 70.23 |
| 2024-03-31 | $943 | 13 | 72.54 |
| 2023-12-31 | $47k | 698 | 67.72 |
| 2023-09-30 | $788 | 13 | 60.62 |
| 2023-06-30 | $827 | 13 | 63.69 |
| 2023-03-31 | $804 | 13 | 61.85 |
| 2022-06-30 | $3.0k | 54 | 55.56 |
| 2022-03-31 | $4.0k | 54 | 74.07 |
| 2018-09-30 | $34k | 209 | 162.68 |
| 2018-06-30 | $48k | 299 | 160.54 |
| 2018-03-31 | $46k | 299 | 153.85 |
| 2017-12-31 | $28k | 181 | 154.70 |
| 2017-09-30 | $13k | 90 | 144.44 |
| 2017-06-30 | $13k | 90 | 144.44 |
| 2017-03-31 | $13k | 90 | 144.44 |
| 2016-12-31 | $13k | 90 | 144.44 |
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