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iShares Morningstar Mid Value Idx shares owned by Zrc Wealth Management

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

Historical chart of Zrc Wealth 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 Zrc Wealth Management 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 Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $21k 255 80.37
2025-06-30 $19k 254 75.90
2025-03-31 $19k 252 74.26
2024-12-31 $19k 251 74.19

More positions owned by Zrc Wealth Management

Ishares Tr Core Univrsl Usd (IUSB)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Core S&p Us Gwt (IUSG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Exchange Traded Buywrit Incm Etf (FTHI)
Schwab Strategic Tr Us Reit Etf (SCHH)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Zrc Wealth Management

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