iShares Morningstar Mid Core Index shares owned by Creative Planning
Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in iShares Morningstar Mid Core Index
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Quarterly reported holdings in iShares Morningstar Mid Core Index by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $330k | 4.0k | 83.04 |
| 2025-06-30 | $366k | 4.6k | 79.66 |
| 2025-03-31 | $299k | 4.0k | 74.08 |
| 2024-12-31 | $264k | 3.5k | 76.14 |
| 2024-09-30 | $265k | 3.5k | 76.01 |
| 2024-06-30 | $243k | 3.5k | 70.09 |
| 2024-03-31 | $253k | 3.5k | 72.82 |
| 2017-06-30 | $13k | 75 | 173.33 |
| 2017-03-31 | $12k | 75 | 160.00 |
| 2011-12-31 | $64k | 757 | 84.54 |
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