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iShares Morningstar Mid Core Index shares owned by Procyon Private Wealth Partners

Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Procyon Private Wealth Partners from 13F filings

Historical chart of Procyon Private Wealth Partners 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 Procyon Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Mid Core Index by Procyon Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $368k 4.8k 76.02
2024-06-30 $339k 4.8k 70.09
2024-03-31 $358k 4.9k 72.83
2023-12-31 $330k 4.9k 67.13
2023-09-30 $293k 4.9k 59.73
2023-06-30 $311k 4.9k 63.29
2023-03-31 $298k 4.9k 60.64
2022-12-31 $288k 4.9k 58.67
2022-09-30 $262k 4.9k 53.92
2022-06-30 $274k 4.9k 56.39
2022-03-31 $327k 4.9k 67.30
2021-12-31 $379k 5.3k 71.08
2021-09-30 $355k 5.3k 66.58
2021-06-30 $358k 5.3k 67.14
2021-03-31 $335k 1.3k 251.31
2020-12-31 $312k 1.3k 234.06
2020-09-30 $267k 1.3k 200.30
2020-06-30 $246k 1.3k 184.55
2020-03-31 $204k 1.3k 153.04
2019-12-31 $321k 1.5k 209.53