Surevest »

iShares Morningstar Mid Value Idx shares owned by Surevest

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

Historical chart of Surevest 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 Surevest consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Mid Value Idx by Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $4.0M 71k 55.94
2022-06-30 $3.9M 66k 59.37
2022-03-31 $4.5M 65k 68.90
2021-12-31 $208k 3.0k 68.26

More positions owned by Surevest

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Acwi Ex Us (ACWX)
Apple (AAPL)
Ishares Tr Morningstar Valu (ILCV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Morningstr Us Eq (ILCB)
Palo Alto Networks (PANW)
Ishares Tr Morningstar Grwt (ILCG)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Genuine Parts Company (GPC)
Philip Morris International (PM)

View all positions for Surevest

Top funds holding iShares Morningstar Mid Value Idx

Morgan Stanley
Equitable Holdings
Orgel Wealth Management
Raymond James Financial Services Advisors
Matrix Trust
Steele Capital Management
Bank of America Corporation
Commonwealth Equity Services
Wells Fargo & Company
LPL Financial
Advisor Group Holdings
Black Diamond Financial
swisspartners Advisors
GHP Investment Advisors
Rodgers & Associates

View all funds holding iShares Morningstar Mid Value Idx