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iShares Morningstar Mid Value Idx shares owned by swisspartners Advisors

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

Historical chart of swisspartners 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 swisspartners 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 swisspartners Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 126k 80.55
2025-06-30 $8.5M 112k 75.89
2025-03-31 $7.1M 108k 65.61
2024-12-31 $7.0M 105k 67.41
2024-09-30 $6.7M 103k 64.82

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Ishares Tr Mrgstr Md Cp Val (IMCV)
Stellantis SHS (STLA)
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Occidental Petroleum Corporation (OXY)
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Ishares Tr Msci Ac Asia Etf (AAXJ)
Ishares Tr Europe Etf (IEV)
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View all positions for swisspartners Advisors

Top funds holding iShares Morningstar Mid Value Idx

Vantagepoint Investment Advisers
Morgan Stanley
Raymond James Financial
Orgel Wealth Management
Equitable Holdings
LPL Financial
Commonwealth Equity Services
Advisor Group Holdings
Wells Fargo & Company
Matrix Trust
Steele Capital Management
Black Diamond Financial
UBS Group
Marietta Wealth Management
swisspartners Advisors

View all funds holding iShares Morningstar Mid Value Idx