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iShares Morningstar Mid Core Index shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 25k 72.83
2023-12-31 $1.7M 25k 67.13
2023-09-30 $1.5M 25k 59.73

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Moment (IMTM)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

Top funds holding iShares Morningstar Mid Core Index

UBS Group
Commonwealth Equity Services
Raymond James & Associates
Raymond James Financial Services Advisors
Matrix Trust
Steele Capital Management
Means Investment
Bank of America Corporation
Woodard & Co Asset Management Group
Wells Fargo & Company
Pacific Financial Group
Advisor Group Holdings
H D Vest Advisory Services
Sunburst Financial Group
Gladstone Institutional Advisory

View all funds holding iShares Morningstar Mid Core Index