iShares Morningstar Mid Core Index shares owned by Financial Perspectives
Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Financial Perspectives
from 13F filings
Historical chart of Financial Perspectives investment in iShares Morningstar Mid Core Index
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Quarterly reported holdings in iShares Morningstar Mid Core Index by Financial Perspectives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $315k | 4.3k | 72.83 |
| 2023-12-31 | $282k | 4.2k | 67.12 |
| 2023-09-30 | $256k | 4.3k | 59.73 |
| 2023-06-30 | $247k | 3.9k | 63.29 |
| 2023-03-31 | $219k | 3.6k | 60.65 |
| 2022-12-31 | $166k | 2.8k | 58.67 |
| 2022-09-30 | $153k | 2.8k | 53.88 |
| 2022-06-30 | $111k | 2.0k | 56.36 |
| 2022-03-31 | $134k | 2.0k | 67.30 |
| 2021-12-31 | $70k | 986 | 71.06 |
| 2021-09-30 | $55k | 820 | 66.51 |
| 2021-06-30 | $49k | 724 | 67.03 |
| 2021-03-31 | $93k | 23k | 3.97 |
| 2020-12-31 | $17k | 72 | 234.18 |
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