iShares Morningstar Mid Core Index shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory 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 Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv![Download consolidated filings csv](/static/img/csv.png)
![Download consolidated filings xlsx](/static/img/microsoft-excel.png)
Quarterly reported holdings in iShares Morningstar Mid Core Index by Steward Partners Investment Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $99k | 1.4k | 72.83 |
2023-12-31 | $91k | 1.4k | 67.13 |
2023-09-30 | $81k | 1.4k | 59.73 |
2023-06-30 | $85k | 1.4k | 63.29 |
2023-03-31 | $82k | 1.4k | 60.64 |
2022-12-31 | $79k | 1.4k | 58.67 |
2022-09-30 | $73k | 1.4k | 54.07 |
2022-06-30 | $23k | 400 | 57.50 |
2022-03-31 | $27k | 400 | 67.50 |
2021-12-31 | $28k | 400 | 70.00 |
2021-09-30 | $27k | 400 | 67.50 |
2020-06-30 | $999 | 7 | 142.86 |
2020-03-31 | $999 | 7 | 142.86 |
2019-12-31 | $1.0k | 7 | 142.86 |
2019-09-30 | $1.0k | 7 | 142.86 |
2019-06-30 | $1.0k | 7 | 142.86 |
2018-09-30 | $1.0k | 7 | 142.86 |
2018-06-30 | $1.0k | 7 | 142.86 |
2018-03-31 | $1.0k | 7 | 142.86 |
2017-12-31 | $1.0k | 7 | 142.86 |
2017-09-30 | $1.0k | 7 | 142.86 |
2017-06-30 | $1.0k | 7 | 142.86 |
2017-03-31 | $1.0k | 7 | 142.86 |
More positions owned by Steward Partners Investment Advisory
Home Depot (HD)
View all positions for Steward Partners Investment Advisory
Top funds holding iShares Morningstar Mid Core Index
View all funds holding iShares Morningstar Mid Core Index