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iShares Morningstar Mid Core Index shares owned by Barrett & Company

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

Historical chart of Barrett & Company 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 Barrett & Company 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 Barrett & Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $230k 3.2k 72.84
2023-12-31 $211k 3.1k 67.13
2023-09-30 $186k 3.1k 59.72
2023-06-30 $197k 3.1k 63.28
2023-03-31 $188k 3.1k 60.64
2022-12-31 $182k 3.1k 58.66
2022-09-30 $182k 3.1k 58.66

More positions owned by Barrett & Company

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Morningstar Valu (ILCV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Exponential Tech (XT)
Apple (AAPL)
Amazon (AMZN)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Microsoft Corporation (MSFT)

View all positions for Barrett & Company

Top funds holding iShares Morningstar Mid Core Index

UBS Group
Morgan Stanley
LPL Financial
Commonwealth Equity Services
Raymond James & Associates
Raymond James Financial Services Advisors
Cetera Investment Advisers
Ameriprise Financial
Steele Capital Management
Matrix Trust
Bank of America Corporation
Means Investment
Woodard & Co Asset Management Group
Advisor Group Holdings
Wells Fargo & Company

View all funds holding iShares Morningstar Mid Core Index