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iShares Morningstar Mid Core Index shares owned by Means Investment

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

Historical chart of Means Investment 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 Means Investment 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 Means Investment

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.6M 119k 72.83
2023-12-31 $6.8M 102k 67.13
2023-09-30 $5.2M 87k 59.73
2023-06-30 $3.9M 62k 63.29
2023-03-31 $3.0M 50k 60.64
2022-12-31 $2.2M 37k 58.67
2022-09-30 $702k 13k 53.86
2022-06-30 $418k 7.4k 56.36

More positions owned by Means Investment

Vanguard World Mega Grwth Ind (MGK)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Val Etf (MGV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Lam Research Corporation (LRCX)
salesforce (CRM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

View all positions for Means Investment

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