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iShares Morningstar Mid Core Index shares owned by Bsc Private Wealth Management

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

Historical chart of Bsc Private Wealth 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 Bsc Private Wealth Management 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 Bsc Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $266k 3.6k 72.83
2023-12-31 $245k 3.6k 67.13
2023-09-30 $218k 3.6k 59.73
2023-06-30 $231k 3.6k 63.29
2023-03-31 $236k 3.9k 60.64
2022-12-31 $229k 3.9k 58.67
2022-09-30 $210k 3.9k 53.90
2022-06-30 $220k 3.9k 56.47
2022-03-31 $262k 3.9k 67.25
2021-12-31 $277k 3.9k 71.10
2021-09-30 $263k 4.0k 66.48
2021-06-30 $265k 4.0k 66.99
2021-03-31 $249k 989 251.77
2020-12-31 $246k 1.1k 234.29
2020-09-30 $210k 1.1k 200.00
2019-12-31 $284k 1.4k 209.59
2019-09-30 $268k 1.4k 197.79
2019-06-30 $263k 1.4k 194.10
2019-03-31 $272k 1.4k 188.24
2018-12-31 $234k 1.4k 161.94
2018-09-30 $274k 1.4k 189.62
2018-06-30 $265k 1.4k 183.39
2018-03-31 $262k 1.4k 181.31
2017-12-31 $268k 1.4k 185.47
2017-09-30 $254k 1.4k 175.78
2017-06-30 $245k 1.4k 169.55
2017-03-31 $239k 1.4k 165.40
2016-12-31 $229k 1.4k 158.48
2016-09-30 $220k 1.4k 152.25
2016-06-30 $215k 1.4k 148.79

More positions owned by Bsc Private Wealth Management

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Blackrock Ultra (ICSH)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Mbs Etf (MBB)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vaneck Etf Trust Gold Miners Etf (GDX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

View all positions for Bsc Private Wealth Management

Top funds holding iShares Morningstar Mid Core Index

UBS Group
Morgan Stanley
LPL Financial
Commonwealth Equity Services
Raymond James & Associates
Raymond James Financial Services Advisors
Cetera Investment Advisers
Ameriprise Financial
Steele Capital Management
Matrix Trust
Bank of America Corporation
Means Investment
Woodard & Co Asset Management Group
Advisor Group Holdings
Wells Fargo & Company

View all funds holding iShares Morningstar Mid Core Index