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iShares Morningstar Mid Core Index shares owned by NFP Retirement

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

Historical chart of NFP Retirement 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 NFP Retirement 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 NFP Retirement

Quarter filed Position value Share count Share price at filing
2025-09-30 $782k 9.6k 81.36
2025-06-30 $383k 4.8k 79.67
2025-03-31 $356k 4.8k 74.09
2024-12-31 $366k 4.8k 76.16
2024-09-30 $365k 4.8k 76.03
2024-06-30 $337k 4.8k 70.10
2024-03-31 $381k 5.2k 72.84

More positions owned by NFP Retirement

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Intl (IDEV)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfolio S&p500 (SPLG)

View all positions for NFP Retirement

Top funds holding iShares Morningstar Mid Core Index

UBS Group
Morgan Stanley
RMG Wealth Management
LPL Financial
Means Investment
Raymond James Financial
Cetera Investment Advisers
Steele Capital Management
Matrix Trust
Commonwealth Equity Services
Ameriprise Financial
Creative Financial Designs
Mml Investors Services
Advisor Group Holdings
Aptus Capital Advisors

View all funds holding iShares Morningstar Mid Core Index