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iShares Morningstar Mid Core Index shares owned by Laurel Oak Wealth Management

Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Laurel Oak Wealth Management from 13F filings

Historical chart of Laurel Oak Wealth Management 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 Laurel Oak Wealth Management 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 Laurel Oak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $224k 2.7k 83.45

More positions owned by Laurel Oak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Listed Fds Tr Swan Hedged Eqty (HEGD)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard World Inf Tech Etf (VGT)

View all positions for Laurel Oak Wealth Management

Top funds holding iShares Morningstar Mid Core Index

HighTower Advisors
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Means Investment
Cetera Investment Advisers
Sunburst Financial Group
Wells Fargo & Company
Matrix Trust
Steele Capital Management
Stratos Wealth Partners
Creative Financial Designs
Fortitude Financial
Commonwealth Equity Services
Ameriprise Financial

View all funds holding iShares Morningstar Mid Core Index