Asset Dedication »

iShares Morningstar Mid Core Index shares owned by Asset Dedication

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

Historical chart of Asset Dedication 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 Asset Dedication 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 Asset Dedication

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0k 41 73.17
2023-12-31 $3.0k 41 73.17
2023-09-30 $2.0k 41 48.78
2023-06-30 $3.0k 41 73.17
2023-03-31 $3.0k 41 73.17
2022-12-31 $2.0k 41 48.78
2022-09-30 $2.0k 41 48.78
2022-03-31 $3.0k 41 73.17
2021-12-31 $3.0k 41 73.17
2021-09-30 $3.0k 41 73.17
2021-06-30 $3.0k 41 73.17
2021-03-31 $3.0k 10 300.00
2020-12-31 $19k 80 237.50
2020-09-30 $16k 80 200.00
2020-06-30 $15k 80 187.50
2020-03-31 $12k 80 150.00
2019-12-31 $17k 80 212.50
2019-09-30 $16k 80 200.00
2019-06-30 $16k 80 200.00
2019-03-31 $15k 80 187.50
2018-12-31 $13k 80 162.50
2018-09-30 $15k 80 187.50
2018-06-30 $15k 80 187.50
2018-03-31 $15k 80 187.50
2017-12-31 $15k 80 187.50
2017-09-30 $14k 80 175.00
2017-06-30 $14k 80 175.00
2017-03-31 $13k 80 162.50
2016-12-31 $13k 80 162.50
2016-09-30 $12k 80 150.00
2016-06-30 $12k 80 150.00
2016-03-31 $12k 80 150.00
2015-12-31 $12k 80 150.00

More positions owned by Asset Dedication

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
Dimensional U.S. Targeted Value ETF Etf (DFAT)
Dimensional World ex U.S. Core Equity 2 ETF Etf (DFAX)
Dimensional Emerging Markets Value ETF Etf (DFEV)
Dimensional Emerging Markets Core Equity 2 ETF Etf (DFEM)
BulletShares Corporate Bond ETF 12/15/2024 Etf (BSCO)
Dimensional International Core Equity 2 ETF Etf (DFIC)
BulletShares Corporate Bond ETF 12/15/2025 Etf (BSCP)
Dimensional International Small Cap Value ETF Etf (DISV)
BulletShares Corporate Bond ETF 12/15/2026 Etf (BSCQ)
Dimensional U.S. Equity ETF Etf (DFUS)
Schwab U.S. Large-Cap ETF Etf (SCHX)
SPDR S&P 400 Mid Cap Value ETF Etf (MDYV)
Microsoft Corp Equities (MSFT)
Apple Equities (AAPL)

View all positions for Asset Dedication

Top funds holding iShares Morningstar Mid Core Index

UBS Group
Commonwealth Equity Services
Raymond James & Associates
Raymond James Financial Services Advisors
Matrix Trust
Steele Capital Management
Means Investment
Bank of America Corporation
Woodard & Co Asset Management Group
Wells Fargo & Company
Pacific Financial Group
Advisor Group Holdings
H D Vest Advisory Services
Sunburst Financial Group
Gladstone Institutional Advisory

View all funds holding iShares Morningstar Mid Core Index