Basepoint Wealth »

iShares Morningstar Mid Core Index shares owned by Basepoint Wealth

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

Historical chart of Basepoint Wealth 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 Basepoint Wealth 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 Mid Core Index by Basepoint Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $47k 490 96.56
2026-03-31 $41k 489 83.35
2025-12-31 $40k 487 82.75

More positions owned by Basepoint Wealth

Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)
State Street Utilities Select Sector Spdr Etf Etf (XLU)
Sprott Asset Management Lp Physical Silver Cef (PSLV)
Akre Focus Etf Etf (AKRE)
Deere & Co Stock (DE)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Adam Nat Res Cef (PEO)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Ingredion Stock (INGR)
General Dynamics Corp Stock (GD)
Microsoft Corp Stock (MSFT)
Verizon Communications Stock (VZ)
Abbvie Stock (ABBV)
Zoom Communications Inc Cl A Stock (ZM)

View all positions for Basepoint Wealth

Top funds holding iShares Morningstar Mid Core Index

HighTower Advisors
Morgan Stanley
UBS Group
Raymond James Financial
LPL Financial
Means Investment
Aptus Capital Advisors
Cetera Investment Advisers
Sunburst Financial Group
Creative Financial Designs
Wells Fargo & Company
Stratos Wealth Partners
Steele Capital Management
Matrix Trust
Commonwealth Equity Services

View all funds holding iShares Morningstar Mid Core Index