iShares Morningstar Mid Core Index shares owned by Adell, Harriman, & Carpenter
Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Adell, Harriman, & Carpenter
from 13F filings
Historical chart of Adell, Harriman, & Carpenter investment in iShares Morningstar Mid Core Index
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Quarterly reported holdings in iShares Morningstar Mid Core Index by Adell, Harriman, & Carpenter
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $357k | 4.3k | 83.05 |
| 2025-06-30 | $343k | 4.3k | 79.66 |
| 2025-03-31 | $319k | 4.3k | 74.08 |
| 2024-12-31 | $449k | 5.9k | 76.15 |
| 2024-09-30 | $449k | 5.9k | 76.02 |
| 2024-06-30 | $414k | 5.9k | 70.09 |
| 2024-03-31 | $430k | 5.9k | 72.83 |
| 2023-12-31 | $396k | 5.9k | 67.13 |
| 2023-09-30 | $352k | 5.9k | 59.73 |
| 2023-06-30 | $374k | 5.9k | 63.46 |
| 2023-03-31 | $358k | 5.9k | 60.64 |
| 2022-12-31 | $346k | 5.9k | 58.67 |
| 2022-09-30 | $345k | 6.4k | 53.88 |
| 2022-03-31 | $446k | 6.6k | 67.30 |
| 2021-12-31 | $471k | 6.6k | 71.08 |
| 2021-09-30 | $441k | 6.6k | 66.54 |
| 2021-06-30 | $445k | 6.6k | 67.05 |
| 2021-03-31 | $417k | 1.7k | 251.45 |
| 2020-12-31 | $388k | 1.7k | 234.18 |
| 2020-09-30 | $332k | 1.7k | 200.32 |
| 2020-06-30 | $306k | 1.7k | 184.40 |
| 2020-03-31 | $254k | 1.7k | 153.15 |
| 2019-12-31 | $347k | 1.7k | 209.56 |
| 2019-09-30 | $376k | 1.9k | 197.77 |
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