iShares Morningstar Mid Core Index shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in iShares Morningstar Mid Core Index
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Quarterly reported holdings in iShares Morningstar Mid Core Index by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.3M | 19k | 67.13 |
| 2023-09-30 | $1.2M | 19k | 60.03 |
| 2023-06-30 | $1.2M | 19k | 63.29 |
| 2023-03-31 | $1.1M | 18k | 60.64 |
| 2022-12-31 | $1.0M | 18k | 58.67 |
| 2022-09-30 | $942k | 18k | 53.89 |
| 2022-06-30 | $1.1M | 18k | 61.82 |
| 2022-03-31 | $1.1M | 16k | 67.28 |
| 2021-12-31 | $1.1M | 16k | 67.57 |
| 2021-09-30 | $899k | 14k | 66.57 |
| 2021-06-30 | $795k | 12k | 67.08 |
| 2021-03-31 | $740k | 12k | 64.30 |
| 2020-12-31 | $603k | 2.4k | 248.35 |
| 2020-09-30 | $409k | 2.0k | 200.49 |
| 2020-06-30 | $416k | 2.0k | 203.92 |
| 2020-03-31 | $386k | 2.5k | 153.30 |
| 2019-12-31 | $515k | 2.5k | 209.61 |
| 2019-09-30 | $481k | 2.4k | 197.86 |
| 2019-06-30 | $408k | 2.1k | 192.91 |
| 2019-03-31 | $424k | 2.3k | 187.94 |
| 2018-12-31 | $391k | 2.1k | 184.78 |
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