iShares Morningstar Mid Core Index shares owned by IFP Advisors
Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors 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 IFP Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Morningstar Mid Core Index by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $383k | 4.6k | 82.73 |
| 2025-09-30 | $20k | 240 | 83.05 |
| 2025-06-30 | $19k | 240 | 79.66 |
| 2025-03-31 | $18k | 240 | 74.08 |
| 2024-12-31 | $18k | 240 | 76.15 |
| 2023-09-30 | $13k | 216 | 59.73 |
| 2023-06-30 | $40k | 216 | 184.43 |
| 2022-12-31 | $93k | 502 | 185.26 |
| 2022-09-30 | $130k | 702 | 185.19 |
| 2022-06-30 | $77k | 416 | 185.10 |
| 2022-03-31 | $37k | 200 | 185.00 |
| 2021-06-30 | $0 | 0 | 0.00 |
| 2021-03-31 | $0 | 0 | 0.00 |
| 2020-12-31 | $0 | 0 | 0.00 |
| 2020-09-30 | $0 | 0 | 0.00 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $0 | 0 | 0.00 |
| 2019-12-31 | $0 | 0 | 0.00 |
| 2019-09-30 | $0 | 0 | 0.00 |
| 2019-03-31 | $27k | 139 | 194.24 |
| 2018-12-31 | $93k | 581 | 160.07 |
| 2018-09-30 | $271k | 1.4k | 189.51 |
| 2018-06-30 | $268k | 1.5k | 183.44 |
| 2018-03-31 | $265k | 1.5k | 181.38 |
| 2017-12-31 | $277k | 1.5k | 185.28 |
| 2017-09-30 | $395k | 2.3k | 175.01 |
| 2017-06-30 | $372k | 2.2k | 168.55 |
| 2017-03-31 | $357k | 2.1k | 166.59 |
| 2016-12-31 | $281k | 1.8k | 157.42 |
| 2016-09-30 | $198k | 1.3k | 154.21 |
| 2016-06-30 | $225k | 1.5k | 149.20 |
| 2016-03-31 | $161k | 1.1k | 145.57 |
| 2015-12-31 | $349k | 2.4k | 142.97 |
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