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iShares Morningstar Mid Core Index shares owned by Stifel Financial

Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Stifel Financial from 13F filings

Historical chart of Stifel Financial 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 Stifel Financial 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 Stifel Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.1M 76k 67.13
2023-09-30 $4.6M 78k 59.73
2023-06-30 $4.9M 78k 63.29
2023-03-31 $603k 9.9k 60.65
2022-12-31 $581k 9.9k 58.67
2022-09-30 $532k 9.9k 53.92
2022-06-30 $552k 9.8k 56.33
2022-03-31 $669k 9.9k 67.28
2021-12-31 $703k 9.9k 71.06
2021-09-30 $655k 9.9k 66.49
2021-06-30 $694k 10k 67.05
2021-03-31 $671k 2.7k 251.59
2020-12-31 $776k 3.3k 234.30
2020-09-30 $532k 2.7k 200.30
2020-06-30 $488k 2.6k 184.64
2020-03-31 $401k 2.6k 153.23
2019-12-31 $1.1M 5.3k 209.84
2019-09-30 $630k 3.2k 197.74
2019-06-30 $650k 3.3k 195.55
2019-03-31 $641k 3.4k 187.25
2018-12-31 $375k 2.3k 159.87
2018-09-30 $439k 2.3k 189.66
2018-06-30 $423k 2.3k 181.70
2018-03-31 $426k 2.4k 180.28
2017-12-31 $452k 2.5k 181.82
2017-09-30 $433k 2.5k 174.17
2017-06-30 $365k 2.1k 170.44
2017-03-31 $349k 2.1k 163.13
2016-12-31 $344k 2.2k 158.87
2016-09-30 $346k 2.2k 156.00
2016-06-30 $354k 2.4k 149.49
2016-03-31 $312k 2.2k 141.73
2015-12-31 $86k 607 142.36

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View all positions for Stifel Financial

Top funds holding iShares Morningstar Mid Core Index

UBS Group
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Raymond James & Associates
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Matrix Trust
Steele Capital Management
Means Investment
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Woodard & Co Asset Management Group
Wells Fargo & Company
Pacific Financial Group
Advisor Group Holdings
H D Vest Advisory Services
Sunburst Financial Group
Gladstone Institutional Advisory

View all funds holding iShares Morningstar Mid Core Index