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iShares Morningstar Mid Core Index shares owned by Capital Planning Advisors

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

Historical chart of Capital Planning 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 Capital Planning 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 Capital Planning Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $446k 5.9k 76.02
2024-06-30 $359k 5.1k 70.09
2024-03-31 $257k 3.5k 72.83

More positions owned by Capital Planning Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Qualty (IQLT)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Alphabet Cap Stk Cl A (GOOGL)
Investment Managers Ser Tr I Axs Knowledge Le
Costco Wholesale Corporation (COST)

View all positions for Capital Planning 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