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iShares Morningstar Mid Value Idx shares owned by Trivant Custom Portfolio Group

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

Historical chart of Trivant Custom Portfolio 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 Trivant Custom Portfolio Group 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 Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $272k 3.8k 72.55
2023-12-31 $248k 3.7k 67.72
2023-09-30 $246k 4.1k 60.59
2023-06-30 $247k 3.9k 63.70
2023-03-31 $208k 3.4k 61.88

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View all positions for Trivant Custom Portfolio Group

Top funds holding iShares Morningstar Mid Value Idx

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

View all funds holding iShares Morningstar Mid Value Idx