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iShares Morningstar Mid Value Idx shares owned by Wiley Bros.-aintree Capital

Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by Wiley Bros.-aintree Capital from 13F filings

Historical chart of Wiley Bros.-aintree Capital 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 Wiley Bros.-aintree Capital 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 Wiley Bros.-aintree Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $210k 2.5k 84.79

More positions owned by Wiley Bros.-aintree Capital

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Johnson & Johnson (JNJ)

View all positions for Wiley Bros.-aintree Capital

Top funds holding iShares Morningstar Mid Value Idx

Vantagepoint Investment Advisers
Morgan Stanley
Raymond James Financial
Ameriprise Financial
LPL Financial
Orgel Wealth Management
Equitable Holdings
Commonwealth Equity Services
Wells Fargo & Company
Black Diamond Financial
Advisor Group Holdings
Matrix Trust
Steele Capital Management
Bank of America Corporation
UBS Group

View all funds holding iShares Morningstar Mid Value Idx