iShares Morningstar Mid Core Index shares owned by Apella Capital
Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital investment in iShares Morningstar Mid Core Index
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Quarterly reported holdings in iShares Morningstar Mid Core Index by Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $942k | 12k | 81.69 |
| 2025-06-30 | $928k | 12k | 80.44 |
| 2025-03-31 | $816k | 12k | 70.76 |
| 2024-12-31 | $878k | 12k | 76.15 |
| 2024-09-30 | $871k | 12k | 75.51 |
| 2024-06-30 | $805k | 12k | 69.77 |
| 2024-03-31 | $831k | 12k | 72.05 |
| 2023-12-31 | $757k | 12k | 65.64 |
| 2023-09-30 | $689k | 12k | 59.73 |
| 2023-06-30 | $730k | 12k | 63.29 |
| 2022-12-31 | $677k | 12k | 58.67 |
| 2022-09-30 | $621k | 12k | 53.85 |
| 2022-06-30 | $650k | 12k | 56.36 |
| 2022-03-31 | $776k | 12k | 67.29 |
| 2021-12-31 | $820k | 12k | 71.11 |
| 2021-09-30 | $775k | 12k | 67.20 |
| 2021-06-30 | $773k | 12k | 67.03 |
| 2021-03-31 | $725k | 2.9k | 251.47 |
| 2020-12-31 | $675k | 2.9k | 234.13 |
| 2020-09-30 | $578k | 2.9k | 200.49 |
| 2020-06-30 | $532k | 2.9k | 184.53 |
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