Hrt Financial »

iShares Morningstar Mid Core Index shares owned by Hrt Financial

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

Historical chart of Hrt 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 Hrt Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Mid Core Index by Hrt Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $571k 6.9k 83.32

More positions owned by Hrt Financial

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Put
Microsoft Corp Call
Sandisk Corp (SNDK)
Nvidia Corporation Call
Nvidia Corporation Put
Apple Call
Amazon Call
Wal-Mart Stores (WMT)
Apple (AAPL)
Meta Platforms Call
Marvell Technology (MRVL)
Ishares Tr Put

View all positions for Hrt Financial

Top funds holding iShares Morningstar Mid Core Index

HighTower Advisors
Morgan Stanley
UBS Group
RMG Wealth Management
Raymond James Financial
LPL Financial
Means Investment
Cetera Investment Advisers
Aptus Capital Advisors
Sunburst Financial Group
Wells Fargo & Company
Steele Capital Management
Matrix Trust
Stratos Wealth Partners
Creative Financial Designs

View all funds holding iShares Morningstar Mid Core Index