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iShares Morningstar Mid Core Index shares owned by Atlas Private Wealth Advisors

Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Atlas Private Wealth Advisors from 13F filings

Historical chart of Atlas Private Wealth Advisors 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 Atlas Private Wealth Advisors 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 Atlas Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $574k 7.6k 76.02
2024-06-30 $435k 6.2k 70.09
2021-09-30 $64k 958 66.81
2021-06-30 $76k 1.1k 66.78
2021-03-31 $73k 289 252.60
2020-12-31 $63k 269 234.20
2020-09-30 $56k 279 200.72
2020-06-30 $51k 279 182.80