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iShares Morningstar Mid Core Index shares owned by Comprehensive Portfolio Management

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

Historical chart of Comprehensive Portfolio Management 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 Comprehensive Portfolio Management 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 Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $770k 9.2k 83.43

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Wellington Us Momentum (VFMO)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Msci Intl Moment (IMTM)
Spdr Series Trust State Street Spd (BIL)

View all positions for Comprehensive Portfolio Management

Top funds holding iShares Morningstar Mid Core Index

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

View all funds holding iShares Morningstar Mid Core Index