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iShares Morningstar Mid Core Index shares owned by United Advisor Group

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

Historical chart of United Advisor Group 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 United Advisor Group 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 United Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 31k 83.05
2025-06-30 $1.8M 23k 79.66
2025-03-31 $1.4M 20k 74.08
2024-12-31 $1.3M 17k 76.15

More positions owned by United Advisor Group

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Ea Series Trust Strive 500 Etf (STRV)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Wisdomtree Tr Us Largecap Divd (DLN)
Tesla Motors (TSLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Alphabet Cap Stk Cl A (GOOGL)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)

View all positions for United Advisor Group

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