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iShares Morningstar Mid Core Index shares owned by Wealth Preservation Advisors

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

Historical chart of Wealth Preservation Advisors 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 Preservation Advisors 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 Preservation Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $59k 710 82.75

More positions owned by Wealth Preservation Advisors

Alphabet Inc Class Class C Common Stock (GOOG)
Amazon.com Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Amg Pantheon Fund Class 3 Closed End Mutl Fund (XPEIX)
Microsoft Corp Common Stock (MSFT)
Uber Technologies Common Stock (UBER)
Apple Common Stock (AAPL)
Peoples Bancorp Incorporated Common (PEBO)
Vanguard Value Etf Uit Exchange Traded (VTV)
Stepstone Private Venture And Growth Fund Class I Closed End Mutl Fund
Netflix Common Stock (NFLX)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Vanguard Mid Cap Value Etf Uit Exchange Traded (VOE)
Alphabet Inc Class Class A Common Stock (GOOGL)
Blue Owl Cap Corp Common Stock (OBDC)

View all positions for Wealth Preservation Advisors

Top funds holding iShares Morningstar Mid Core Index

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

View all funds holding iShares Morningstar Mid Core Index