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iShares Morningstar Mid Core Index shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth 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 CI Private Wealth 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 16k 76.02
2024-06-30 $3.0M 42k 70.06
2024-03-31 $3.1M 43k 72.83
2023-12-31 $2.8M 41k 67.13
2023-09-30 $2.2M 36k 59.73
2023-06-30 $2.5M 40k 63.29
2023-03-31 $2.4M 39k 60.64
2022-12-31 $6.7M 41k 163.70

More positions owned by CI Private Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Costco Wholesale Corporation (COST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
UnitedHealth (UNH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for CI Private Wealth

Top funds holding iShares Morningstar Mid Core Index

Morgan Stanley
Townsquare Capital
LPL Financial
Commonwealth Equity Services
Raymond James & Associates
Steele Capital Management
Matrix Trust
Cetera Investment Advisers
Means Investment
Raymond James Financial Services Advisors
Bank of America Corporation
Mml Investors Services
Wells Fargo & Company
Aptus Capital Advisors
Sunburst Financial Group

View all funds holding iShares Morningstar Mid Core Index