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iShares Morningstar Mid Growth Idx shares owned by Three Bearings Fiduciary Advisors

Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Three Bearings Fiduciary Advisors from 13F filings

Historical chart of Three Bearings Fiduciary Advisors investment in iShares Morningstar Mid Growth Idx

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All positions including iShares Morningstar Mid Growth Idx held by Three Bearings Fiduciary Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Three Bearings Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $24k 305 78.77
2025-12-31 $25k 305 81.91

More positions owned by Three Bearings Fiduciary Advisors

Wisdomtree Tr Us Midcap Divid (DON)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr MRGSTR SM CP GR (ISCG)
Wisdomtree Tr Us Smallcap Divd (DES)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Msci Eafe Min Vl (EFAV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Intl Sel Div Etf (IDV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Three Bearings Fiduciary Advisors

Top funds holding iShares Morningstar Mid Growth Idx

Vantagepoint Investment Advisers
LPL Financial
Morgan Stanley
Raymond James Financial
Cetera Investment Advisers
Ameriprise Financial
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Bank of America Corporation
Mariner Wealth Advisors
Advisor Group Holdings
UBS Group
Nelson, Van Denburg & Campbell Wealth Management
Victory Financial Group
Wells Fargo & Company

View all funds holding iShares Morningstar Mid Growth Idx