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iShares Morningstar Mid Growth Idx shares owned by Swaine & Leidel Wealth Services

Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Swaine & Leidel Wealth Services from 13F filings

Historical chart of Swaine & Leidel Wealth Services 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 Swaine & Leidel Wealth Services 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 Swaine & Leidel Wealth Services

Quarter filed Position value Share count Share price at filing
2022-03-31 $2.6M 2.6k 1000.00
2021-03-31 $2.6M 7.0k 378.18

More positions owned by Swaine & Leidel Wealth Services

Wisdomtree Tr Emg Mkts Smcap (DGS)
UnitedHealth (UNH)
UGI Corporation (UGI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Abbvie (ABBV)
Texas Instruments Incorporated (TXN)
Lowe's Companies (LOW)
Johnson & Johnson (JNJ)
Ishares Msci Gbl Etf New (PICK)
Lockheed Martin Corporation (LMT)
Automatic Data Processing (ADP)
Qualcomm (QCOM)
Amgen (AMGN)
At&t (T)
Bristol Myers Squibb (BMY)

View all positions for Swaine & Leidel Wealth Services

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