iShares Morningstar Mid Core Index shares owned by Wealth Management Associates
Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Wealth Management Associates
from 13F filings
Historical chart of Wealth Management Associates investment in iShares Morningstar Mid Core Index
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Quarterly reported holdings in iShares Morningstar Mid Core Index by Wealth Management Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $319k | 3.8k | 83.43 |
| 2025-12-31 | $316k | 3.8k | 82.73 |
| 2025-09-30 | $317k | 3.8k | 83.05 |
| 2025-06-30 | $305k | 3.8k | 79.66 |
| 2025-03-31 | $283k | 3.8k | 74.08 |
| 2024-12-31 | $306k | 4.0k | 76.15 |
| 2024-09-30 | $306k | 4.0k | 76.02 |
| 2024-06-30 | $285k | 4.1k | 70.09 |
| 2024-03-31 | $285k | 4.1k | 70.09 |
| 2023-12-31 | $283k | 4.2k | 67.13 |
| 2023-09-30 | $252k | 4.2k | 59.73 |
| 2023-06-30 | $267k | 4.2k | 63.29 |
| 2023-03-31 | $256k | 4.2k | 60.64 |
| 2022-12-31 | $248k | 4.2k | 58.67 |
| 2022-09-30 | $228k | 4.2k | 53.88 |
| 2022-06-30 | $238k | 4.2k | 56.35 |
| 2022-03-31 | $284k | 4.2k | 67.30 |
| 2021-12-31 | $318k | 4.5k | 71.08 |
| 2021-09-30 | $298k | 4.5k | 66.54 |
| 2021-06-30 | $300k | 4.5k | 67.05 |
| 2021-03-31 | $281k | 1.1k | 251.45 |
| 2020-12-31 | $262k | 1.1k | 234.18 |
| 2020-09-30 | $222k | 1.1k | 200.32 |
| 2020-06-30 | $236k | 1.3k | 184.40 |
| 2020-03-31 | $203k | 1.3k | 153.15 |
| 2019-12-31 | $278k | 1.3k | 209.56 |
| 2019-09-30 | $266k | 1.3k | 197.77 |
| 2019-06-30 | $245k | 1.3k | 193.99 |
| 2019-03-31 | $239k | 1.3k | 188.00 |
| 2018-12-31 | $205k | 1.3k | 161.64 |
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