Jim Saulnier & Associates »

iShares Morningstar Mid Core Index shares owned by Jim Saulnier & Associates

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

Historical chart of Jim Saulnier & 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 Jim Saulnier & 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 Jim Saulnier & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 17k 83.05
2025-06-30 $1.4M 18k 79.66
2025-03-31 $1.4M 19k 74.08
2024-12-31 $1.4M 19k 76.15
2024-09-30 $1.1M 15k 76.02

More positions owned by Jim Saulnier & Associates

Ishares Tr Core 60/40 Balan (AOR)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Ishares Tr Core 80/20 Aggre (AOA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Pgim Rock Etf Tr S&p 500 Buffer (PBJN)
Pgim Rock Etf Tr S&p 500 Buffer (PBJL)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Morningstr Us Eq (ILCB)
Ishares Tr Morningstar Valu (ILCV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Intrm Gov Cr Etf (GVI)
Pgim Rock Etf Tr S&p 500 Buffer (PBMY)
Pgim Rock Etf Tr S&p 500 Buffer (PBAU)

View all positions for Jim Saulnier & Associates

Top funds holding iShares Morningstar Mid Core Index

UBS Group
Morgan Stanley
RMG Wealth Management
LPL Financial
Means Investment
Raymond James Financial
Cetera Investment Advisers
Steele Capital Management
Matrix Trust
Commonwealth Equity Services
Ameriprise Financial
Creative Financial Designs
Mml Investors Services
Advisor Group Holdings
Aptus Capital Advisors

View all funds holding iShares Morningstar Mid Core Index