iShares Morningstar Mid Core Index shares owned by XML Financial
Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by XML Financial
from 13F filings
Historical chart of XML 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 XML Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Morningstar Mid Core Index by XML Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $311k | 3.7k | 83.05 |
| 2025-06-30 | $298k | 3.7k | 79.66 |
| 2025-03-31 | $281k | 3.8k | 74.08 |
| 2024-12-31 | $235k | 3.1k | 76.15 |
| 2024-09-30 | $289k | 3.8k | 76.02 |
| 2024-06-30 | $268k | 3.8k | 70.09 |
| 2024-03-31 | $279k | 3.8k | 72.83 |
| 2023-09-30 | $229k | 3.8k | 59.73 |
| 2023-06-30 | $242k | 3.8k | 63.29 |
| 2023-03-31 | $232k | 3.8k | 60.64 |
| 2022-12-31 | $225k | 3.8k | 58.67 |
| 2022-09-30 | $206k | 3.8k | 53.81 |
| 2022-06-30 | $216k | 3.8k | 56.43 |
| 2022-03-31 | $258k | 3.8k | 67.40 |
| 2021-12-31 | $272k | 3.8k | 71.06 |
| 2021-09-30 | $255k | 3.8k | 66.61 |
| 2021-06-30 | $257k | 3.8k | 67.14 |
| 2021-03-31 | $241k | 957 | 251.83 |
| 2020-12-31 | $224k | 957 | 234.06 |
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