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iShares Morningstar Mid Growth Idx shares owned by Financial Perspectives

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

Historical chart of Financial Perspectives 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 Financial Perspectives 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 Financial Perspectives

Quarter filed Position value Share count Share price at filing
2024-03-31 $98k 1.4k 70.66
2023-12-31 $89k 1.4k 64.45
2023-09-30 $78k 1.4k 57.11
2023-06-30 $84k 1.4k 60.92
2023-03-31 $79k 1.4k 57.58
2022-12-31 $74k 1.4k 53.89
2021-09-30 $171k 2.5k 68.88
2021-06-30 $171k 2.5k 68.89
2021-03-31 $414k 157k 2.64

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Vanguard Specialized Funds Div App Etf (VIG)
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Fidelity Covington Trust Msci Info Tech I (FTEC)

View all positions for Financial Perspectives

Top funds holding iShares Morningstar Mid Growth Idx

LPL Financial
Raymond James Financial Services Advisors
Commonwealth Equity Services
UBS Group
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
Advisor Group Holdings
Mariner Wealth Advisors

View all funds holding iShares Morningstar Mid Growth Idx