Private Advisor »

iShares Morningstar Mid Core Index shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Mid Core Index by Private Advisor

Quarter filed Position value Share count Share price at filing
2025-12-31 $240k 2.9k 82.72
2025-09-30 $241k 2.9k 83.06
2025-06-30 $230k 2.9k 79.65
2025-03-31 $205k 2.8k 74.08
2024-12-31 $201k 2.6k 76.16
2024-09-30 $534k 7.0k 76.02
2024-06-30 $500k 7.1k 70.10
2024-03-31 $230k 3.2k 72.82
2023-12-31 $220k 3.3k 67.14
2022-03-31 $294k 4.1k 71.12
2021-12-31 $294k 4.1k 71.12
2021-09-30 $337k 5.1k 66.44
2021-06-30 $340k 5.1k 67.11
2021-03-31 $320k 1.3k 251.18
2020-12-31 $237k 1.0k 234.19
2020-09-30 $202k 1.0k 200.00
2020-06-30 $239k 1.3k 184.13
2019-12-31 $258k 1.2k 209.42
2019-09-30 $2.6M 13k 202.62
2019-06-30 $1.7M 8.8k 194.00
2019-03-31 $1.6M 8.5k 187.93
2018-12-31 $1.5M 9.2k 161.65
2018-09-30 $1.9M 9.9k 189.54
2018-06-30 $1.9M 10k 183.58
2018-03-31 $1.8M 10k 181.36
2017-12-31 $240k 1.3k 189.57
2017-09-30 $617k 3.5k 176.13
2017-06-30 $562k 3.3k 169.18
2017-03-31 $582k 3.5k 165.29
2016-12-31 $559k 3.5k 159.94
2016-09-30 $634k 4.2k 152.51
2016-06-30 $402k 2.7k 148.89
2016-03-31 $369k 2.5k 145.39
2015-12-31 $296k 2.1k 143.13
2014-09-30 $62k 448 138.39

More positions owned by Private Advisor

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPTM)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Private Advisor

Top funds holding iShares Morningstar Mid Core Index

HighTower Advisors
UBS Group
Raymond James Financial
LPL Financial
Means Investment
Cetera Investment Advisers
Wells Fargo & Company
Matrix Trust
Steele Capital Management
Commonwealth Equity Services
Creative Financial Designs
Fortitude Financial
Ameriprise Financial
Stratos Wealth Partners
Mml Investors Services

View all funds holding iShares Morningstar Mid Core Index