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
Download as csv Download as ExcelQuarterly 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 |
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