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iShares Morningstar Mid Core Index shares owned by Rothschild Investment

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

Historical chart of Rothschild Investment 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 Rothschild Investment 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 Rothschild Investment

Quarter filed Position value Share count Share price at filing
2025-09-30 $121k 1.5k 83.05
2025-06-30 $116k 1.5k 79.66
2025-03-31 $108k 1.5k 74.08
2024-12-31 $111k 1.5k 76.15
2024-09-30 $110k 1.5k 76.02

More positions owned by Rothschild Investment

Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Jpmorgan Chase & Co Stock (JPM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Microsoft Corp Stock (MSFT)
Blackstone Stock (BX)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Invesco Rafi Us 1000 Etf Etf (PRF)
Amazon Stock (AMZN)
Abbvie Stock (ABBV)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Meta Platforms Inc Cl A Stock (META)
Oracle Corp Stock (ORCL)
Chevron Corp Stock (CVX)
Costco Whsl Corp Stock (COST)

View all positions for Rothschild Investment

Top funds holding iShares Morningstar Mid Core Index

UBS Group
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
Sunburst Financial Group

View all funds holding iShares Morningstar Mid Core Index