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iShares Morningstar Mid Core Index shares owned by Coastal Investment Advisors

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

Historical chart of Coastal Investment 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 Coastal Investment 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 Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $14k 192 72.83
2023-09-30 $12k 192 63.29
2023-06-30 $12k 192 63.29
2022-12-31 $11k 192 58.67
2022-09-30 $10k 192 52.08

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American Express Company (AXP)
Select Sector Spdr Tr Technology (XLK)
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Select Sector Spdr Tr Financial (XLF)

View all positions for Coastal Investment Advisors

Top funds holding iShares Morningstar Mid Core Index

UBS Group
Commonwealth Equity Services
Raymond James & Associates
Raymond James Financial Services Advisors
Matrix Trust
Steele Capital Management
Means Investment
Bank of America Corporation
Woodard & Co Asset Management Group
Wells Fargo & Company
Pacific Financial Group
Advisor Group Holdings
H D Vest Advisory Services
Sunburst Financial Group
Gladstone Institutional Advisory

View all funds holding iShares Morningstar Mid Core Index