TD Capital Management »

iShares Morningstar Mid Value Idx shares owned by TD Capital Management

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

Historical chart of TD Capital 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 TD Capital Management 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 TD Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $17k 204 82.53
2025-09-30 $16k 203 80.41
2025-06-30 $15k 202 76.01
2025-03-31 $15k 201 74.15
2024-12-31 $15k 200 74.16
2024-09-30 $15k 198 76.77
2024-06-30 $14k 197 70.21
2024-03-31 $14k 196 72.51

More positions owned by TD Capital Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)

View all positions for TD Capital Management

Top funds holding iShares Morningstar Mid Value Idx

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

View all funds holding iShares Morningstar Mid Value Idx