iShares Morningstar Mid Core Index shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in iShares Morningstar Mid Core Index
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Quarterly reported holdings in iShares Morningstar Mid Core Index by Integrated Wealth Concepts
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $530k | 7.0k | 76.02 |
2024-06-30 | $513k | 7.3k | 70.10 |
2024-03-31 | $534k | 7.3k | 72.83 |
2023-09-30 | $462k | 7.7k | 59.73 |
2023-06-30 | $491k | 7.8k | 63.29 |
2023-03-31 | $505k | 8.3k | 60.66 |
2022-12-31 | $497k | 8.5k | 58.69 |
2022-09-30 | $473k | 8.8k | 53.92 |
2022-06-30 | $493k | 8.8k | 56.34 |
2022-03-31 | $588k | 8.7k | 67.31 |
2021-12-31 | $625k | 8.8k | 71.06 |
2021-09-30 | $584k | 8.8k | 66.51 |
2021-06-30 | $549k | 8.2k | 67.07 |
2021-03-31 | $584k | 2.3k | 251.51 |
2020-12-31 | $543k | 2.3k | 234.15 |
2020-09-30 | $673k | 3.4k | 200.48 |
2020-06-30 | $618k | 3.4k | 184.26 |
2020-03-31 | $558k | 3.6k | 153.25 |
2019-12-31 | $810k | 3.9k | 209.46 |
2019-09-30 | $842k | 4.3k | 197.70 |
2019-06-30 | $892k | 4.6k | 194.04 |
2019-03-31 | $860k | 4.6k | 188.02 |
2018-12-31 | $741k | 4.6k | 161.68 |
2018-09-30 | $649k | 3.4k | 189.05 |
2018-06-30 | $638k | 3.5k | 183.02 |
2018-03-31 | $612k | 3.5k | 177.08 |
2017-12-31 | $668k | 3.5k | 189.61 |
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