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iShares Morningstar Mid Core Index shares owned by Dfpg Investments

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

Historical chart of Dfpg Investments 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 Dfpg Investments 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 Dfpg Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $612k 9.3k 65.73
2023-09-30 $511k 8.7k 58.60
2023-06-30 $431k 6.6k 65.51
2023-03-31 $305k 5.0k 60.64

More positions owned by Dfpg Investments

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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Advanced Micro Devices (AMD)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Meta Platforms Cl A (META)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Select Sector Spdr Tr Energy (XLE)

View all positions for Dfpg Investments

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