Kapstone Financial Advisors »

iShares Morningstar Mid Core Index shares owned by Kapstone Financial Advisors

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

Historical chart of Kapstone Financial Advisors 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 Kapstone Financial Advisors 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 Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $206k 2.1k 96.56

More positions owned by Kapstone Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
Procter & Gamble Company (PG)
Palantir Technologies Cl A (PLTR)
Vanguard Whitehall Fds High Div Yld (VYM)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Kapstone Financial Advisors

Top funds holding iShares Morningstar Mid Core Index

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

View all funds holding iShares Morningstar Mid Core Index