Proactive Wealth Strategies »

iShares Morningstar Mid Core Index shares owned by Proactive Wealth Strategies

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

Historical chart of Proactive Wealth Strategies 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 Proactive Wealth Strategies 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 Proactive Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $355k 4.3k 83.05
2025-06-30 $339k 4.3k 79.65
2025-03-31 $314k 4.2k 74.02
2024-12-31 $324k 4.3k 76.09
2024-09-30 $322k 4.2k 75.93

More positions owned by Proactive Wealth Strategies

First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
NVIDIA Corporation (NVDA)
RBB Us Treas 3 Mnth (TBIL)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Palo Alto Networks (PANW)
Apple (AAPL)
First Tr Exchange-traded SHS (FVD)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchange Traded Indls Prod Dur (FXR)
Sprott Asset Management Physical Silver (PSLV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Sprott Asset Management Physical Gold Tr (PHYS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Proactive Wealth Strategies

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