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iShares Morningstar Mid Core Index shares owned by Divergent Wealth Advisors

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

Historical chart of Divergent Wealth 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 Divergent Wealth 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 Divergent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $416k 6.2k 67.14
2023-09-30 $370k 6.2k 59.73
2023-06-30 $392k 6.2k 63.30
2023-03-31 $375k 6.2k 60.64
2022-12-31 $364k 6.2k 58.67
2018-12-31 $1.1M 6.7k 161.64

More positions owned by Divergent Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Short Treas Bd (SHV)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Divergent Wealth 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