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iShares Morningstar Mid Core Index shares owned by LifePlan Financial

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

Historical chart of LifePlan 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 LifePlan Financial 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 LifePlan Financial

Quarter filed Position value Share count Share price at filing
2020-09-30 $84k 421 199.52
2020-06-30 $78k 421 185.27
2020-03-31 $64k 421 152.02
2019-12-31 $94k 450 208.89
2019-09-30 $89k 450 197.78
2019-06-30 $87k 450 193.33
2019-03-31 $85k 450 188.89
2018-12-31 $85k 528 160.98
2018-09-30 $100k 528 189.39
2018-06-30 $97k 528 183.71
2018-03-31 $96k 528 181.82

More positions owned by LifePlan Financial

Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&P SML 600 GWT (IJT)

View all positions for LifePlan Financial

Top funds holding iShares Morningstar Mid Core Index

Morgan Stanley
Townsquare Capital
LPL Financial
Commonwealth Equity Services
Raymond James & Associates
Steele Capital Management
Matrix Trust
Cetera Investment Advisers
Means Investment
Raymond James Financial Services Advisors
Bank of America Corporation
Mml Investors Services
Wells Fargo & Company
Aptus Capital Advisors
Sunburst Financial Group

View all funds holding iShares Morningstar Mid Core Index