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iShares Morningstar Mid Core Index shares owned by Fortitude Financial

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

Historical chart of Fortitude Financial 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 Fortitude Financial 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 Fortitude Financial

Quarter filed Position value Share count Share price at filing
2025-03-31 $5.2M 71k 74.08
2024-12-31 $37M 483k 76.15

More positions owned by Fortitude Financial

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Active Bd Etf (BOND)
Fidelity Covington Trust High Divid Etf (FDVV)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pimco Etf Tr Inv Grd Crp Bd (CORP)

View all positions for Fortitude Financial

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