Moisand Fitzgerald Tamayo »

iShares Morningstar Mid Growth Idx shares owned by Moisand Fitzgerald Tamayo

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

Historical chart of Moisand Fitzgerald Tamayo investment in iShares Morningstar Mid Growth Idx

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All positions including iShares Morningstar Mid Growth Idx held by Moisand Fitzgerald Tamayo 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 Moisand Fitzgerald Tamayo

Quarter filed Position value Share count Share price at filing
2024-03-31 $55k 774 70.68
2023-12-31 $50k 774 64.45
2023-09-30 $44k 774 57.13
2023-06-30 $47k 774 60.94
2023-03-31 $79k 1.4k 57.56
2022-12-31 $42k 774 53.88
2022-09-30 $39k 774 50.39
2022-06-30 $40k 774 51.68
2022-03-31 $50k 774 64.60
2021-12-31 $79k 1.1k 73.56
2021-09-30 $74k 1.1k 68.90
2021-06-30 $74k 1.1k 68.90
2021-03-31 $49k 129 379.85
2020-12-31 $49k 129 379.85
2020-09-30 $41k 129 317.83
2020-06-30 $38k 129 294.57
2020-03-31 $28k 129 217.05
2019-12-31 $34k 129 263.57
2019-09-30 $31k 129 240.31
2019-06-30 $32k 129 248.06
2019-03-31 $30k 129 232.56
2018-12-31 $25k 129 193.80
2018-09-30 $30k 129 232.56
2018-06-30 $28k 129 217.05
2018-03-31 $27k 129 209.30
2017-12-31 $26k 129 201.55
2017-09-30 $24k 129 186.05

More positions owned by Moisand Fitzgerald Tamayo

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Us Reit Etf (SCHH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Moisand Fitzgerald Tamayo

Top funds holding iShares Morningstar Mid Growth Idx

Assetmark
Raymond James Financial Services Advisors
Commonwealth Equity Services
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Nelson, Van Denburg & Campbell Wealth Management
Orgel Wealth Management
H D Vest Advisory Services
Advisor Group Holdings
Creative Financial Designs
Forte Capital
Cornerstone Planning Group
Cosner Financial Group
Rodgers & Associates

View all funds holding iShares Morningstar Mid Growth Idx