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iShares Morningstar Mid Value Idx shares owned by Summit Asset Management

Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by Summit Asset Management from 13F filings

Historical chart of Summit Asset Management 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 Summit 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 Summit Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $303k 4.5k 67.72
2023-09-30 $271k 4.5k 60.59
2023-06-30 $285k 4.5k 63.70
2023-03-31 $277k 4.5k 61.88
2022-12-31 $278k 4.5k 62.05
2022-09-30 $250k 4.5k 55.85
2022-06-30 $266k 4.5k 59.43
2022-03-31 $308k 4.5k 68.81
2021-12-31 $306k 4.5k 68.36
2021-09-30 $283k 4.5k 63.23
2021-06-30 $287k 4.5k 64.12
2021-03-31 $275k 1.5k 184.32
2020-12-31 $233k 1.5k 156.17
2019-12-31 $252k 1.5k 168.90
2019-09-30 $240k 1.5k 160.86
2019-06-30 $235k 1.5k 157.51
2019-03-31 $258k 1.7k 155.61
2018-12-31 $230k 1.7k 138.72
2018-09-30 $268k 1.7k 161.64
2018-06-30 $356k 2.2k 159.36
2018-03-31 $348k 2.2k 155.77
2017-12-31 $356k 2.2k 159.36
2017-09-30 $338k 2.2k 151.30
2017-06-30 $358k 2.4k 148.00
2017-03-31 $379k 2.6k 148.34
2016-12-31 $369k 2.6k 144.42
2016-09-30 $343k 2.6k 134.25
2016-06-30 $322k 2.6k 126.03
2016-03-31 $316k 2.6k 123.68
2015-12-31 $304k 2.6k 118.98
2015-09-30 $292k 2.6k 114.29
2015-06-30 $316k 2.6k 123.68
2015-03-31 $349k 2.8k 126.22
2014-12-31 $344k 2.8k 124.41
2014-09-30 $331k 2.8k 119.71
2014-06-30 $344k 2.8k 124.41
2014-03-31 $326k 2.8k 117.90
2013-12-31 $316k 2.8k 114.29
2013-09-30 $267k 2.6k 104.50
2013-06-30 $272k 2.8k 97.60
2012-12-31 $230k 2.8k 82.53
2012-09-30 $221k 2.8k 79.30
2012-06-30 $211k 2.8k 75.71
2012-03-31 $223k 2.8k 80.01
2011-12-31 $201k 2.8k 72.12
2011-06-30 $577k 7.2k 79.86

More positions owned by Summit Asset Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Internl Divid (SCHY)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)

View all positions for Summit Asset Management

Top funds holding iShares Morningstar Mid Value Idx

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View all funds holding iShares Morningstar Mid Value Idx