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iShares Morningstar Mid Core Index shares owned by Aptus Capital Advisors

Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Aptus Capital Advisors from 13F filings

Historical chart of Aptus Capital Advisors 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 Aptus Capital Advisors 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 Aptus Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.6M 100k 76.02

More positions owned by Aptus Capital Advisors

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Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
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Ishares Tr Core Msci Intl (IDEV)
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View all positions for Aptus Capital Advisors

Top funds holding iShares Morningstar Mid Core Index

Morgan Stanley
Townsquare Capital
LPL Financial
Commonwealth Equity Services
Raymond James & Associates
Steele Capital Management
Matrix Trust
Cetera Investment Advisers
Means Investment
Raymond James Financial Services Advisors
Bank of America Corporation
Mml Investors Services
Wells Fargo & Company
Aptus Capital Advisors
Sunburst Financial Group

View all funds holding iShares Morningstar Mid Core Index