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iShares Morningstar Mid Core Index shares owned by Silver Oak Securities

Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Silver Oak Securities from 13F filings

Historical chart of Silver Oak Securities 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 Silver Oak Securities 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 Silver Oak Securities

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 18k 72.83
2023-09-30 $1.0M 16k 63.29
2023-06-30 $1.0M 16k 63.29
2022-03-31 $1.3M 19k 66.53

More positions owned by Silver Oak Securities

First Tr Exchange-traded Cap Strength Etf (FTCS)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
First Tr Lrge Cp Core Alpha Com Shs (FEX)
Ishares Tr 0-5 Yr Tips Etf (STIP)
First Tr Value Line Divid In SHS (FVD)
Apple (AAPL)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Wisdomtree Tr Floatng Rat Trea (USFR)
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Global 100 Etf (IOO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Silver Oak Securities

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