Loring Wolcott Coolidge Fa »

iShares Morningstar Mid Core Index shares owned by Loring Wolcott Coolidge Fa

Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Loring Wolcott Coolidge Fa from 13F filings

Historical chart of Loring Wolcott Coolidge Fa investment in iShares Morningstar Mid Core Index

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All positions including iShares Morningstar Mid Core Index held by Loring Wolcott Coolidge Fa 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 Loring Wolcott Coolidge Fa

Quarter filed Position value Share count Share price at filing
2024-03-31 $176k 2.6k 68.81
2023-12-31 $170k 2.6k 66.33
2023-09-30 $149k 2.6k 58.43
2023-06-30 $162k 2.6k 63.29

More positions owned by Loring Wolcott Coolidge Fa

Microsoft Corp Common Stock (MSFT)
Mastercard Common Stock (MA)
Intuit Common Stock (INTU)
Alphabet Common Stock (GOOGL)
Fiserv Common Stock (FI)
Stryker Corp Common Stock (SYK)
Danaher Corp Shs Ben Int Common Stock (DHR)
Amazon.com Common Stock (AMZN)
Thermo Fisher Scientific Common Stock (TMO)
Adobe Systems Common Stock (ADBE)
Apple Common Stock (AAPL)
American Tower Corp Common Stock (AMT)
Tjx Companies Common Stock (TJX)
Nxp Semiconductors Foreign Stock (NXPI)
Servicenow Common Stock (NOW)

View all positions for Loring Wolcott Coolidge Fa

Top funds holding iShares Morningstar Mid Core Index

UBS Group
Commonwealth Equity Services
Raymond James & Associates
Raymond James Financial Services Advisors
Matrix Trust
Steele Capital Management
Means Investment
Bank of America Corporation
Woodard & Co Asset Management Group
Wells Fargo & Company
Pacific Financial Group
Advisor Group Holdings
H D Vest Advisory Services
Sunburst Financial Group
Gladstone Institutional Advisory

View all funds holding iShares Morningstar Mid Core Index