iShares Morningstar Mid Core Index shares owned by Marshall Financial Group
Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group investment in iShares Morningstar Mid Core Index
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Quarterly reported holdings in iShares Morningstar Mid Core Index by Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.3M | 31k | 72.83 |
| 2023-12-31 | $1.9M | 28k | 67.13 |
| 2023-09-30 | $1.7M | 29k | 59.73 |
| 2023-06-30 | $1.9M | 30k | 63.29 |
| 2023-03-31 | $1.9M | 32k | 60.64 |
| 2022-12-31 | $1.9M | 32k | 58.67 |
| 2022-09-30 | $1.5M | 29k | 53.87 |
| 2022-06-30 | $1.6M | 28k | 56.34 |
| 2022-03-31 | $1.5M | 23k | 67.29 |
| 2021-12-31 | $1.2M | 17k | 71.08 |
| 2021-09-30 | $1.2M | 18k | 66.56 |
| 2021-06-30 | $1.2M | 18k | 67.07 |
| 2021-03-31 | $1.0M | 4.2k | 251.50 |
| 2020-12-31 | $962k | 4.1k | 234.18 |
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