UBS Group »

iShares Morningstar Mid Value Idx shares owned by UBS Group

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

Historical chart of UBS Group 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 UBS Group 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 UBS Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.3M 108k 67.72
2023-09-30 $6.5M 108k 60.59
2023-06-30 $6.3M 99k 63.70
2023-03-31 $6.1M 99k 61.88
2022-12-31 $6.7M 108k 62.05
2022-09-30 $4.6M 82k 55.94
2022-06-30 $6.7M 114k 59.36
2022-03-31 $5.9M 86k 68.89
2021-12-31 $5.8M 85k 68.27
2021-09-30 $5.4M 85k 63.21
2021-06-30 $5.3M 83k 64.23
2021-03-31 $0 27k 0.00
2020-12-31 $4.0M 26k 156.43
2020-09-30 $3.3M 25k 131.03
2020-06-30 $3.2M 26k 126.29
2020-03-31 $2.7M 25k 106.92
2019-12-31 $12M 72k 168.70
2019-09-30 $11M 71k 160.98
2019-06-30 $11M 69k 157.42
2019-03-31 $12M 75k 155.72
2018-12-31 $9.9M 71k 138.81
2018-09-30 $13M 83k 161.93
2018-06-30 $14M 86k 159.17
2018-03-31 $13M 84k 155.97
2017-12-31 $12M 76k 159.49
2017-09-30 $11M 73k 151.07
2017-06-30 $8.5M 57k 148.06
2017-03-31 $6.5M 44k 148.42
2016-12-31 $4.3M 30k 144.45
2016-09-30 $3.5M 26k 134.08
2016-06-30 $3.3M 26k 126.13
2016-03-31 $3.2M 26k 123.59
2015-12-31 $3.1M 26k 118.86
2015-09-30 $2.7M 24k 114.34
2015-03-31 $2.6M 21k 126.21

More positions owned by UBS Group

Microsoft Corporation (MSFT)
Apple Call Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Amazon Call Option (AMZN)
NVIDIA Corporation (NVDA)
Ubs Group SHS (UBS)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Union Pacific Corporation (UNP)
Alphabet Cap Stk Cl C Put Option (GOOG)
Meta Platforms Cl A (META)

View all positions for UBS Group

Top funds holding iShares Morningstar Mid Value Idx

Orgel Wealth Management
Bank of America Corporation
Raymond James Financial Services Advisors
Matrix Trust
Steele Capital Management
Commonwealth Equity Services
Wells Fargo & Company
Baird Financial
UBS Group
Advisor Group Holdings
H D Vest Advisory Services
Woodard & Co Asset Management Group
Raymond James & Associates
GHP Investment Advisors
Rodgers & Associates

View all funds holding iShares Morningstar Mid Value Idx