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iShares Morningstar Mid Core Index shares owned by Independent Advisor Alliance

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

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $470k 5.6k 83.43
2024-12-31 $474k 6.2k 76.15
2019-12-31 $313k 1.5k 209.50

More positions owned by Independent Advisor Alliance

NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Ameris Ban (ABCB)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Index Shs Fds State Street Spd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Independent Advisor Alliance

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