Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Summit Wealth Group Llc / Co »

iShares Morningstar Mid Core Index shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares Morningstar Mid Core Index by Summit Wealth Group Llc / Co

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$316k	3.8k	82.73
2025-06-30	$305k	3.8k	79.66

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)

Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)

Sei Exchange Traded Funds Select Intl Equi (SEIE)

Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)

Sei Exchange Traded Funds Select Small Cap (SEIS)

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

Sei Exchange Traded Funds Select Emerging (SEEM)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Apple (AAPL)

Dimensional Etf Trust Us High Profitab (DUHP)

NVIDIA Corporation (NVDA)

First Tr Exchange Traded Risng Divd Achiv (RDVY)

Vanguard Index Fds Growth Etf (VUG)

First Tr Exchange-traded Cap Strength Etf (FTCS)

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z