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iShares Morningstar Mid Core Index shares owned by Goss Wealth Management

Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Goss Wealth Management from 13F filings

Historical chart of Goss Wealth Management investment in iShares Morningstar Mid Core Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Core Index held by Goss Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Mid Core Index by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $42k 579 72.83
2023-09-30 $845k 14k 59.73
2023-06-30 $830k 13k 63.29
2023-03-31 $862k 14k 60.64
2022-12-31 $54k 1.2k 44.25
2022-09-30 $318k 5.9k 53.90
2021-12-31 $2.1M 29k 71.07
2021-09-30 $2.0M 29k 66.54

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Visa Com Cl A (V)

View all positions for Goss Wealth Management

Top funds holding iShares Morningstar Mid Core Index

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

View all funds holding iShares Morningstar Mid Core Index