iShares Morningstar Mid Value Idx shares owned by Retirement Planning Group
Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by Retirement Planning Group
from 13F filings
Historical chart of Retirement Planning Group investment in iShares Morningstar Mid Value Idx
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Quarterly reported holdings in iShares Morningstar Mid Value Idx by Retirement Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.4M | 19k | 74.26 |
| 2024-09-30 | $1.4M | 19k | 76.64 |
| 2024-06-30 | $1.6M | 23k | 70.24 |
| 2024-03-31 | $1.8M | 25k | 72.55 |
| 2023-12-31 | $1.7M | 25k | 67.72 |
| 2023-09-30 | $1.7M | 28k | 60.59 |
| 2023-06-30 | $1.9M | 30k | 63.70 |
| 2023-03-31 | $2.0M | 33k | 61.88 |
| 2022-12-31 | $2.3M | 38k | 62.05 |
| 2022-09-30 | $952k | 17k | 55.91 |
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