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iShares Morningstar Mid Core Index shares owned by ValMark Advisers

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

Historical chart of ValMark 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 ValMark 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 ValMark Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $207k 2.5k 82.71
2025-09-30 $208k 2.5k 83.03
2020-09-30 $2.2M 11k 200.35
2020-06-30 $2.1M 11k 184.43

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust State Street Spd (SPSB)
Spdr Series Trust State Street Spd (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust State Street Spd (SPTM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Msci Emrg Chn (EMXC)

View all positions for ValMark Advisers

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