iShares Morningstar Mid Core Index shares owned by HighMark Wealth Management
Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by HighMark Wealth Management
from 13F filings
Historical chart of HighMark Wealth 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 HighMark Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Morningstar Mid Core Index by HighMark Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $95k | 1.3k | 72.83 |
2023-12-31 | $87k | 1.3k | 67.13 |
2023-09-30 | $78k | 1.3k | 59.73 |
2023-06-30 | $82k | 1.3k | 63.29 |
2023-03-31 | $79k | 1.3k | 60.64 |
2022-12-31 | $76k | 1.3k | 58.67 |
2022-09-30 | $70k | 1.3k | 53.97 |
2022-06-30 | $73k | 1.3k | 56.28 |
2022-03-31 | $87k | 1.3k | 67.08 |
2021-12-31 | $92k | 1.3k | 70.93 |
2021-09-30 | $86k | 1.3k | 66.31 |
2021-06-30 | $87k | 1.3k | 67.08 |
2021-03-31 | $82k | 324 | 253.09 |
2020-12-31 | $76k | 324 | 234.57 |
2020-09-30 | $112k | 558 | 200.72 |
2020-06-30 | $103k | 558 | 184.59 |
2020-03-31 | $85k | 558 | 153.10 |
2019-12-31 | $116k | 557 | 208.26 |
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