iShares Morningstar Mid Core Index shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in iShares Morningstar Mid Core Index
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Quarterly reported holdings in iShares Morningstar Mid Core Index by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $989k | 14k | 72.83 |
| 2023-12-31 | $948k | 14k | 67.13 |
| 2023-09-30 | $798k | 13k | 59.73 |
| 2023-06-30 | $939k | 15k | 63.29 |
| 2023-03-31 | $900k | 15k | 60.64 |
| 2022-12-31 | $886k | 15k | 58.67 |
| 2022-09-30 | $830k | 15k | 53.88 |
| 2022-06-30 | $878k | 16k | 56.38 |
| 2022-03-31 | $16k | 1.1M | 0.01 |
| 2021-12-31 | $1.2M | 17k | 71.08 |
| 2021-06-30 | $1.1M | 17k | 67.07 |
| 2021-03-31 | $1.1M | 4.2k | 251.49 |
| 2020-12-31 | $986k | 4.2k | 234.26 |
| 2020-09-30 | $532k | 2.7k | 200.53 |
| 2019-12-31 | $863k | 4.1k | 209.52 |
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