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iShares Morningstar Mid Value Idx shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Financial 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 Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $247k 3.0k 82.34
2025-09-30 $235k 2.9k 80.36
2025-06-30 $230k 3.0k 75.97
2025-03-31 $224k 3.0k 74.18

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Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding iShares Morningstar Mid Value Idx

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