iShares Morningstar Mid Core Index shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in iShares Morningstar Mid Core Index
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Quarterly reported holdings in iShares Morningstar Mid Core Index by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $778k | 9.4k | 82.73 |
| 2025-09-30 | $780k | 9.4k | 83.05 |
| 2025-06-30 | $747k | 9.4k | 79.66 |
| 2025-03-31 | $497k | 6.7k | 74.08 |
| 2024-12-31 | $511k | 6.7k | 76.15 |
| 2024-09-30 | $525k | 6.9k | 76.02 |
| 2024-06-30 | $467k | 6.7k | 70.10 |
| 2024-03-31 | $485k | 6.7k | 72.83 |
| 2023-12-31 | $482k | 7.2k | 67.13 |
| 2023-09-30 | $432k | 7.2k | 59.73 |
| 2023-06-30 | $462k | 7.3k | 63.29 |
| 2023-03-31 | $443k | 7.3k | 60.64 |
| 2022-12-31 | $437k | 7.5k | 58.67 |
| 2022-09-30 | $220k | 4.1k | 53.84 |
| 2022-06-30 | $230k | 4.1k | 56.29 |
| 2022-03-31 | $274k | 4.1k | 67.06 |
| 2021-12-31 | $290k | 4.1k | 70.97 |
| 2021-09-30 | $271k | 4.1k | 66.32 |
| 2021-06-30 | $277k | 4.1k | 66.81 |
| 2021-03-31 | $274k | 1.1k | 251.38 |
| 2020-12-31 | $285k | 1.2k | 233.61 |
| 2020-09-30 | $258k | 1.3k | 200.00 |
| 2020-06-30 | $256k | 1.4k | 184.04 |
| 2020-03-31 | $225k | 1.5k | 153.06 |
| 2019-12-31 | $5.9M | 28k | 209.56 |
| 2019-09-30 | $5.3M | 27k | 197.74 |
| 2019-06-30 | $4.8M | 25k | 193.97 |
| 2019-03-31 | $4.4M | 24k | 187.96 |
| 2018-12-31 | $3.8M | 23k | 161.63 |
| 2018-09-30 | $4.4M | 23k | 189.47 |
| 2018-06-30 | $4.2M | 23k | 183.56 |
| 2018-03-31 | $3.9M | 21k | 181.34 |
| 2017-12-31 | $4.0M | 20k | 203.27 |
| 2017-09-30 | $3.0M | 17k | 174.83 |
| 2017-06-30 | $2.6M | 15k | 168.77 |
| 2017-03-31 | $2.1M | 13k | 166.55 |
| 2016-12-31 | $1.9M | 12k | 157.25 |
| 2016-09-30 | $1.4M | 9.0k | 154.40 |
| 2016-06-30 | $1.1M | 7.3k | 149.19 |
| 2016-03-31 | $972k | 6.7k | 145.12 |
| 2015-12-31 | $643k | 4.5k | 142.98 |
| 2015-09-30 | $316k | 2.3k | 137.57 |
| 2015-06-30 | $105k | 697 | 150.65 |
| 2015-03-31 | $2.0k | 15 | 133.33 |
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