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iShares Morningstar Mid Core Index shares owned by Gwn Securities

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

Historical chart of Gwn Securities 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 Gwn Securities 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 Gwn Securities

Quarter filed Position value Share count Share price at filing
2025-12-31 $527k 6.4k 82.73

More positions owned by Gwn Securities

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ultra Short Dur (ICSH)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
Microsoft Corporation (MSFT)
Ishares Tr Shrt Nat Mun Etf (SUB)
NVIDIA Corporation (NVDA)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Cardinal Health (CAH)
Vanguard World Inf Tech Etf (VGT)
Eli Lilly & Co. (LLY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Johnson & Johnson (JNJ)

View all positions for Gwn Securities

Top funds holding iShares Morningstar Mid Core Index

HighTower Advisors
UBS Group
Raymond James Financial
LPL Financial
Means Investment
Cetera Investment Advisers
Wells Fargo & Company
Matrix Trust
Steele Capital Management
Commonwealth Equity Services
Creative Financial Designs
Fortitude Financial
Ameriprise Financial
Stratos Wealth Partners
Mml Investors Services

View all funds holding iShares Morningstar Mid Core Index