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iShares Morningstar Mid Core Index shares owned by Steele Capital Management

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

Historical chart of Steele Capital Management 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 Steele Capital Management 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 Steele Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 175k 76.34
2024-06-30 $11M 155k 70.09
2024-03-31 $11M 156k 72.83
2023-12-31 $11M 159k 67.13

More positions owned by Steele Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Fundamental Us S (FNDA)
Ishares Tr Morningstar Valu (ILCV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Steele Capital Management

Top funds holding iShares Morningstar Mid Core Index

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

View all funds holding iShares Morningstar Mid Core Index