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iShares Morningstar Mid Growth Idx shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts investment in iShares Morningstar Mid Growth Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Growth Idx held by Strategic Financial Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $239k 3.4k 70.68

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Ishares Tr 0-3 Mnth Treasry (SGOV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Strategic Financial Concepts

Top funds holding iShares Morningstar Mid Growth Idx

LPL Financial
Morgan Stanley
Ameriprise Financial
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Commonwealth Equity Services
Wells Fargo & Company
H D Vest Advisory Services
Royal Bank of Canada
Nelson, Van Denburg & Campbell Wealth Management
Orgel Wealth Management
Creative Financial Designs
Cornerstone Planning Group
Forte Capital
Cosner Financial Group

View all funds holding iShares Morningstar Mid Growth Idx