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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
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)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)
UnitedHealth (UNH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)

View all positions for CI Private Wealth

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