iShares Morningstar Mid Core Index shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in iShares Morningstar Mid Core Index
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Quarterly reported holdings in iShares Morningstar Mid Core Index by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $8.4M | 102k | 82.73 |
| 2025-09-30 | $3.8M | 46k | 83.05 |
| 2025-06-30 | $3.8M | 48k | 79.66 |
| 2025-03-31 | $3.2M | 43k | 74.08 |
| 2024-12-31 | $3.2M | 42k | 76.15 |
| 2024-09-30 | $3.2M | 42k | 76.02 |
| 2024-06-30 | $2.9M | 43k | 68.01 |
| 2024-03-31 | $3.4M | 47k | 72.83 |
| 2023-12-31 | $3.0M | 45k | 67.13 |
| 2023-09-30 | $2.5M | 43k | 59.73 |
| 2023-06-30 | $2.6M | 40k | 63.29 |
| 2023-03-31 | $2.5M | 41k | 60.64 |
| 2022-12-31 | $2.7M | 46k | 58.67 |
| 2022-09-30 | $2.8M | 53k | 53.88 |
| 2022-06-30 | $2.3M | 41k | 56.36 |
| 2022-03-31 | $3.0M | 45k | 67.29 |
| 2021-12-31 | $2.6M | 37k | 71.07 |
| 2021-09-30 | $2.3M | 35k | 66.54 |
| 2021-06-30 | $2.2M | 33k | 67.04 |
| 2021-03-31 | $2.0M | 7.9k | 251.45 |
| 2020-12-31 | $1.8M | 7.9k | 233.14 |
| 2020-09-30 | $1.7M | 131 | 12870.23 |
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