Congress Holdings

Most held

IMCB

iShares Morningstar Mid-Cap ETF

Listed by 1 member on their latest annual reports (2 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Richard McCormick GA-7 Member Growth Partners IRA ⇒ iShares Morningstar Mid-Cap ETF (IMCB) EF $15,001 - $50,000 July 29, 2026
filing 10075846, p. 3
Richard McCormick GA-7 Member Growth Partners Roth IRA ⇒ iShares Morningstar Mid-Cap ETF (IMCB) EF $1,001 - $15,000 July 29, 2026
filing 10075846, p. 5

How the count is made: see Most held.