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iShares Morningstar Mid Core Index shares owned by Live Oak Investment Partners

Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Live Oak Investment Partners from 13F filings

Historical chart of Live Oak Investment Partners 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 Live Oak Investment Partners 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 Live Oak Investment Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4k 21 67.14
2023-09-30 $1.3k 21 59.71
2023-06-30 $1.3k 21 63.29
2023-03-31 $1.3k 21 60.62
2022-12-31 $586 10 58.60

More positions owned by Live Oak Investment Partners

Janus Short Duration (Principal) (VNLA)
Vanguard Europe Pacific ETF (Principal) (VEA)
Pgx etf (Principal) (PGX)
Ssga Active Etf Tr blkstn gsosrln (Principal) (SRLN)
First Tr Exch Traded Fund Ii lng/sht equity (Principal) (FTLS)
Invesco Exchange Traded Fd T rusel mdcp eql (Principal) (XMHQ)
iShares S&P SmallCap 600 Index (Principal) (IJR)
IQ Hedge Multi-Strategy Tracker (Principal) (QAI)
Vanguard Information Technology ETF (Principal) (VGT)
Apple (Principal) (AAPL)
Merck & Co (Principal) (MRK)
Vanguard Health Care ETF (Principal) (VHT)
Netflix (Principal) (NFLX)
AutoZone (Principal) (AZO)
Ishares Inc msci emrg chn (Principal) (EMXC)

View all positions for Live Oak Investment Partners

Top funds holding iShares Morningstar Mid Core Index

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Pacific Financial Group
Advisor Group Holdings
H D Vest Advisory Services
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View all funds holding iShares Morningstar Mid Core Index