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iShares Morningstar Mid Core Index shares owned by Pps&v Asset Management Consultants

Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Pps&v Asset Management Consultants from 13F filings

Historical chart of Pps&v Asset Management Consultants 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 Pps&v Asset Management Consultants 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 Pps&v Asset Management Consultants

Quarter filed Position value Share count Share price at filing
2024-03-31 $353k 4.9k 72.83
2023-12-31 $755k 11k 67.13
2023-09-30 $672k 11k 59.73
2023-06-30 $712k 11k 63.29
2023-03-31 $682k 11k 60.64
2022-12-31 $660k 11k 58.67

More positions owned by Pps&v Asset Management Consultants

iShares S&P 500 Index Core S&p 500 Etf (IVV)
Invesco QQQ Trust Unit Ser 1 (QQQ)
Schwab US Large Cap Growth Us Lcap Gr Etf (SCHG)
Vanguard High Dividend Yield High Div Yld (VYM)
iShares Core S&P Small-Cap Core S&p Scp Etf (IJR)
Schwab US Dividend Equity Us Dividend Eq (SCHD)
Schwab US Mid Cap Us Mid-cap Etf (SCHM)
Apple (AAPL)
Vanguard Total Stock Market Total Stk Mrk (VTI)
Vanguard Dividend Appreciation Div App Etf (VIG)
Stryker Corporation (SYK)
SPDR S&P Dividend S&p Divid Etf (SDY)
iShares Core S&P Mid-Cap Core S&p Mcp Etf (IJH)
iShares Russell Mid-Cap Rus Mid Cap Etf (IWR)
NVIDIA Corporation (NVDA)

View all positions for Pps&v Asset Management Consultants

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