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iShares Morningstar Mid Core Index shares owned by Evolution Wealth Advisors

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

Historical chart of Evolution 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 Evolution 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 Evolution Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $291k 4.0k 72.83
2021-12-31 $569k 8.0k 71.13

More positions owned by Evolution Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Technology (XLK)
Global X Fds Us Infr Dev Etf (PAVE)
Select Sector Spdr Tr Financial (XLF)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Msci Eurzone Etf (EZU)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)
Vanguard Index Fds Small Cp Etf (VB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr Communication (XLC)

View all positions for Evolution 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