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iShares Morningstar Mid Core Index shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management 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 Envestnet Asset Management 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.0M 52k 76.15
2024-09-30 $4.1M 54k 76.02
2024-06-30 $3.2M 46k 70.09
2024-03-31 $2.9M 39k 72.83
2023-09-30 $2.6M 44k 59.73
2023-06-30 $2.8M 44k 63.29
2023-03-31 $2.7M 44k 60.64
2022-12-31 $3.1M 54k 58.67
2022-09-30 $4.1M 76k 53.88
2022-06-30 $4.9M 87k 56.34
2022-03-31 $6.9M 103k 67.30
2021-12-31 $8.3M 116k 71.08
2021-09-30 $8.1M 122k 66.54
2021-06-30 $8.2M 122k 67.06
2021-03-31 $7.4M 29k 251.47
2020-12-31 $5.5M 24k 234.16
2020-09-30 $4.8M 24k 200.33
2020-06-30 $4.6M 25k 184.40
2020-03-31 $3.7M 24k 153.15
2019-12-31 $5.1M 24k 209.55
2019-09-30 $5.1M 26k 197.78
2019-06-30 $4.9M 25k 193.97
2019-03-31 $4.5M 24k 187.99
2018-12-31 $4.4M 27k 161.65
2016-06-30 $343k 2.3k 149.46
2016-03-31 $304k 2.1k 145.38
2015-12-31 $350k 2.5k 142.86
2015-09-30 $344k 2.5k 137.66
2015-06-30 $372k 2.5k 150.97
2015-03-31 $400k 2.6k 153.85
2014-12-31 $8.0k 58 137.93
2014-09-30 $8.0k 58 137.93
2014-06-30 $4.0k 26 153.85
2014-03-31 $4.0k 26 153.85
2013-12-31 $3.0k 26 115.38
2013-09-30 $3.0k 26 115.38
2013-06-30 $3.0k 26 115.38

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Envestnet Asset Management

Top funds holding iShares Morningstar Mid Core Index

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

View all funds holding iShares Morningstar Mid Core Index