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iShares Morningstar Mid Core Index shares owned by Global Wealth Strategies & Associates

Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Global Wealth Strategies & Associates from 13F filings

Historical chart of Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $91k 1.1k 83.05
2025-06-30 $88k 1.1k 79.66
2025-03-31 $82k 1.1k 74.08

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Bond Market Etf Etf (BND)
Invesco Nasdaq 100 Etf Etf (QQQM)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Flexible Income Active Etf Etf (BINC)
Ishares Gold Trust Etf (IAU)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Barings Corporate Invs Cef (MCI)
Schwab Crypto Thematic Etf Etf (STCE)
Invesco Qqq Trust Series I Etf (QQQ)
Columbia Multi-sector Municipal Income Etf Etf (MUST)

View all positions for Global Wealth Strategies & Associates

Top funds holding iShares Morningstar Mid Core Index

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Aptus Capital Advisors

View all funds holding iShares Morningstar Mid Core Index