Westside Investment Management »

iShares Morningstar Mid Core Index shares owned by Westside Investment Management

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

Historical chart of Westside Investment Management 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 Westside Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Mid Core Index by Westside Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $13k 174 72.94
2023-12-31 $12k 173 67.39
2023-09-30 $10k 172 59.73
2023-06-30 $11k 172 63.29
2023-03-31 $10k 172 60.64

More positions owned by Westside Investment Management

Apple (AAPL)
Vanguard High Etf (VYM)
Vanguard Total Etf (VTI)
Invesco Qqq Etf (QQQ)
Uber Technologies (UBER)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Core Etf (IEFA)
Jpmorgan Etf (JPST)
Ishares Core Etf (AGG)
Facebook Inc cl a (META)
Vanguard Consumer Etf (VCR)
Alphabet Inc Class A cs (GOOGL)
Vanguard Dividend Etf (VIG)
Pimco Ehnanced Etf (MINT)

View all positions for Westside Investment Management

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