iShares Morningstar Mid Core Index shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial 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 Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Morningstar Mid Core Index by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $258k | 3.1k | 82.73 |
| 2025-09-30 | $265k | 3.2k | 83.05 |
| 2022-06-30 | $10k | 184 | 54.35 |
| 2022-03-31 | $12k | 184 | 65.22 |
| 2021-12-31 | $13k | 184 | 70.65 |
| 2021-09-30 | $12k | 184 | 65.22 |
| 2021-06-30 | $12k | 184 | 65.22 |
| 2021-03-31 | $12k | 46 | 260.87 |
| 2020-12-31 | $11k | 46 | 239.13 |
| 2020-09-30 | $9.0k | 46 | 195.65 |
| 2020-06-30 | $8.0k | 46 | 173.91 |
| 2019-09-30 | $9.0k | 46 | 195.65 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors
Top funds holding iShares Morningstar Mid Core Index
View all funds holding iShares Morningstar Mid Core Index