Mittelman Wealth Management »

iShares Morningstar Small Core Idx shares owned by Mittelman Wealth Management

Quarter-by-quarter ownership of iShares Morningstar Small Core Idx (ISCB) shares owned by Mittelman Wealth Management from 13F filings

Historical chart of Mittelman Wealth Management investment in iShares Morningstar Small Core Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Core Idx held by Mittelman Wealth Management 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 Small Core Idx by Mittelman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 45k 56.21

More positions owned by Mittelman Wealth Management

Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Vanguard High Dividend Yield Etf Uit Exchange Traded (VYM)
Ishares Msci Eafe Etf Uit Exchange Traded (EFA)
Ishares Trt Is 5-10 Inv Gr Cr Bd Etf Uit Exchange Traded (IGIB)
Vanguard Ftse Developed Markets Etf Uit Exchange Traded (VEA)
Ishares Msci Emerging Markets Etf Uit Exchange Traded (EEM)
Vanguard Ftse Emerging Markets Etf Uit Exchange Traded (VWO)
Ishares Short Term Ntnl Mun Bnd Etf Uit Exchange Traded (SUB)
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP)
Vanguard Information Technology Etf Uit Exchange Traded (VGT)
Vanguard Industrials Etf Uit Exchange Traded (VIS)
Ishares Morningstar Small Cap Etf Iv Uit Exchange Traded (ISCB)
Vanguard Mid Cap Etf Uit Exchange Traded (VO)
Vanguard Energy Etf Uit Exchange Traded (VDE)

View all positions for Mittelman Wealth Management

Top funds holding iShares Morningstar Small Core Idx

Morgan Stanley
LPL Financial
Atria Wealth Solutions
Wells Fargo & Company
Bank of America Corporation
Susquehanna International
H D Vest Advisory Services
Mittelman Wealth Management
Goldman Sachs Group
Gladstone Institutional Advisory
Goldstein Advisors
Ameriprise Financial
Advisor Group Holdings
Commonwealth Equity Services
Brand Asset Management Group

View all funds holding iShares Morningstar Small Core Idx