iShares Morningstar Mid Core Index shares owned by Sowell Financial Services
Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services investment in iShares Morningstar Mid Core Index
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Quarterly reported holdings in iShares Morningstar Mid Core Index by Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 38k | 83.05 |
| 2025-06-30 | $3.1M | 39k | 79.66 |
| 2021-12-31 | $2.1M | 30k | 71.09 |
| 2021-09-30 | $1.5M | 23k | 66.55 |
| 2021-06-30 | $947k | 14k | 67.06 |
| 2021-03-31 | $439k | 6.7k | 65.49 |
| 2020-12-31 | $25k | 105 | 238.10 |
| 2020-09-30 | $21k | 105 | 200.00 |
| 2020-06-30 | $19k | 105 | 180.95 |
| 2020-03-31 | $16k | 105 | 152.38 |
| 2019-12-31 | $22k | 105 | 209.52 |
| 2019-09-30 | $21k | 105 | 200.00 |
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