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iShares Morningstar Mid Growth Idx shares owned by DDFG

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

Historical chart of DDFG 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 DDFG 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 DDFG

Quarter filed Position value Share count Share price at filing
2024-03-31 $813M 12k 70677.71
2023-09-30 $921M 16k 57129.04
2023-06-30 $1.2B 20k 60939.42
2023-03-31 $1.0B 18k 57559.48
2022-12-31 $816M 15k 53879.99

More positions owned by DDFG

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Intl Eqty Factor (INTF)

View all positions for DDFG

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