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Transcend Wealth Collective »

iShares Morningstar Mid Value Idx shares owned by Transcend Wealth Collective

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

Historical chart of Transcend Wealth Collective 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 Transcend Wealth Collective 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 Transcend Wealth Collective

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$231k	2.8k	82.34
2025-09-30	$225k	2.8k	80.35
2025-06-30	$213k	2.8k	75.98
2025-03-31	$208k	2.8k	74.19
2024-12-31	$208k	2.8k	74.26
2024-09-30	$226k	3.0k	76.64
2024-06-30	$208k	3.0k	70.24
2024-03-31	$204k	2.8k	72.55

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