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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
2024-09-30 $110k 1.5k 76.02

More positions owned by Rothschild Investment

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

View all positions for Rothschild Investment

Top funds holding iShares Morningstar Mid Core Index

UBS Group
Morgan Stanley
LPL Financial
Commonwealth Equity Services
Raymond James Financial
Raymond James & Associates
Cetera Investment Advisers
Steele Capital Management
Matrix Trust
Means Investment
Raymond James Financial Services Advisors
Mml Investors Services
Ameriprise Financial
Bank of America Corporation
Wells Fargo & Company

View all funds holding iShares Morningstar Mid Core Index