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iShares Morningstar Mid Core Index shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 Capital Financial Advisers 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 Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2026-06-30 $219k 2.3k 96.55
2015-12-31 $422k 3.0k 142.91
2015-09-30 $916k 6.6k 137.81
2015-06-30 $1.1M 7.0k 150.93

More positions owned by United Capital Financial Advisers

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Repligen Corporation (RGEN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Intermed Term (BIV)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Us Treas Bd Etf (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding iShares Morningstar Mid Core Index

HighTower Advisors
Morgan Stanley
UBS Group
Raymond James Financial
LPL Financial
Means Investment
Aptus Capital Advisors
Cetera Investment Advisers
Sunburst Financial Group
Creative Financial Designs
Wells Fargo & Company
Stratos Wealth Partners
Steele Capital Management
Matrix Trust
Commonwealth Equity Services

View all funds holding iShares Morningstar Mid Core Index