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iShares Morningstar Mid Core Index shares owned by Three Seasons Wealth

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

Historical chart of Three Seasons Wealth 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 Three Seasons Wealth 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 Three Seasons Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $561k 6.7k 83.05
2025-06-30 $373k 4.7k 79.66
2025-03-31 $349k 4.7k 74.08
2024-09-30 $492k 6.5k 76.02
2024-06-30 $454k 6.5k 70.09
2024-03-31 $477k 6.7k 71.70
2023-12-31 $446k 6.7k 67.13
2023-09-30 $399k 6.7k 60.03

More positions owned by Three Seasons Wealth

Amazon (AMZN)
Tesla Motors (TSLA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr U.s. Finls Etf (IYF)
Ishares Tr Us Telecom Etf (IYZ)
Ishares Tr Us Consum Discre (IYC)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Goldman Sachs Etf Tr Ultra Short Bond (GSST)
Oracle Corporation (ORCL)
Proshares Tr Pshs Ult S&p 500 (SSO)
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)

View all positions for Three Seasons Wealth

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