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iShares Morningstar Mid Growth Idx shares owned by Addison Advisors

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

Historical chart of Addison Advisors 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 Addison Advisors 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 Addison Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $625k 7.6k 82.73
2025-06-30 $619k 7.7k 80.23
2025-03-31 $455k 6.4k 71.43
2024-12-31 $481k 6.4k 75.53
2024-09-30 $465k 6.4k 72.97
2024-06-30 $287k 4.2k 67.75
2022-06-30 $273k 5.3k 51.90

More positions owned by Addison Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Value (VLUE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Msci Intl Qualty (IQLT)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap E (DFIS)

View all positions for Addison Advisors

Top funds holding iShares Morningstar Mid Growth Idx

Vantagepoint Investment Advisers
LPL Financial
Ameriprise Financial
Morgan Stanley
Raymond James Financial
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Nelson, Van Denburg & Campbell Wealth Management
Commonwealth Equity Services
H D Vest Advisory Services
Advisor Group Holdings
UBS Group
Wells Fargo & Company
Victory Financial Group
Rockport Wealth

View all funds holding iShares Morningstar Mid Growth Idx