iShares Morningstar Mid Core Index shares owned by Private Advisor
Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in iShares Morningstar Mid Core Index
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Quarterly reported holdings in iShares Morningstar Mid Core Index by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $230k | 3.2k | 72.82 |
| 2023-12-31 | $220k | 3.3k | 67.14 |
| 2022-03-31 | $294k | 4.1k | 71.12 |
| 2021-12-31 | $294k | 4.1k | 71.12 |
| 2021-09-30 | $337k | 5.1k | 66.44 |
| 2021-06-30 | $340k | 5.1k | 67.11 |
| 2021-03-31 | $320k | 1.3k | 251.18 |
| 2020-12-31 | $237k | 1.0k | 234.19 |
| 2020-09-30 | $202k | 1.0k | 200.00 |
| 2020-06-30 | $239k | 1.3k | 184.13 |
| 2019-12-31 | $258k | 1.2k | 209.42 |
| 2019-09-30 | $2.6M | 13k | 202.62 |
| 2019-06-30 | $1.7M | 8.8k | 194.00 |
| 2019-03-31 | $1.6M | 8.5k | 187.93 |
| 2018-12-31 | $1.5M | 9.2k | 161.65 |
| 2018-09-30 | $1.9M | 9.9k | 189.54 |
| 2018-06-30 | $1.9M | 10k | 183.58 |
| 2018-03-31 | $1.8M | 10k | 181.36 |
| 2017-12-31 | $240k | 1.3k | 189.57 |
| 2017-09-30 | $617k | 3.5k | 176.13 |
| 2017-06-30 | $562k | 3.3k | 169.18 |
| 2017-03-31 | $582k | 3.5k | 165.29 |
| 2016-12-31 | $559k | 3.5k | 159.94 |
| 2016-09-30 | $634k | 4.2k | 152.51 |
| 2016-06-30 | $402k | 2.7k | 148.89 |
| 2016-03-31 | $369k | 2.5k | 145.39 |
| 2015-12-31 | $296k | 2.1k | 143.13 |
| 2014-09-30 | $62k | 448 | 138.39 |
Top funds holding iShares Morningstar Mid Core Index
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