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iShares Morningstar Mid Core Index shares owned by Briaud Financial Planning

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

Historical chart of Briaud Financial Planning 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 Briaud Financial Planning 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 Briaud Financial Planning

Quarter filed Position value Share count Share price at filing
2025-06-30 $4.0k 60 66.67
2025-03-31 $4.0k 60 66.67
2024-12-31 $4.0k 60 66.67

More positions owned by Briaud Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Silver Tr Ishares (SLV)
Ishares Gold Tr Ishares New (IAU)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Analog Devices (ADI)
Exxon Mobil Corporation (XOM)
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)
Eli Lilly & Co. (LLY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)

View all positions for Briaud Financial Planning

Top funds holding iShares Morningstar Mid Core Index

UBS Group
Morgan Stanley
RMG Wealth Management
LPL Financial
Means Investment
Raymond James Financial
Cetera Investment Advisers
Steele Capital Management
Matrix Trust
Commonwealth Equity Services
Ameriprise Financial
Creative Financial Designs
Mml Investors Services
Advisor Group Holdings
Aptus Capital Advisors

View all funds holding iShares Morningstar Mid Core Index