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iShares Morningstar Mid Core Index shares owned by Olistico Wealth

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

Historical chart of Olistico Wealth 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 Olistico Wealth 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 Olistico Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $23k 300 76.02
2024-06-30 $21k 300 70.09

More positions owned by Olistico Wealth

Vanguard Growth Etf Etf (VUG)
Apple Stock (AAPL)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Information Technology Etf Etf (VGT)
Vanguard Value Etf Etf (VTV)
Nvidia Corporation Stock (NVDA)
Amazon Stock (AMZN)
Capital Group Dividend Value Etf Etf (CGDV)
Oneok Stock (OKE)
Capital Group Growth Etf Etf (CGGR)
Eli Lilly & Co Stock (LLY)
Microsoft Corp Stock (MSFT)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Olistico Wealth

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