iShares Morningstar Mid Growth Idx shares owned by AE Wealth Management
Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in iShares Morningstar Mid Growth Idx
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Quarterly reported holdings in iShares Morningstar Mid Growth Idx by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $447k | 7.0k | 64.28 |
| 2023-09-30 | $335k | 5.9k | 57.13 |
| 2023-03-31 | $615k | 11k | 57.56 |
| 2022-03-31 | $9.1M | 142k | 64.28 |
| 2021-12-31 | $1.6M | 22k | 73.26 |
| 2021-09-30 | $1.5M | 21k | 68.89 |
| 2021-06-30 | $1.4M | 20k | 68.88 |
| 2021-03-31 | $1.2M | 3.2k | 378.06 |
| 2020-12-31 | $30M | 78k | 382.49 |
| 2020-09-30 | $1.1M | 3.5k | 320.42 |
| 2020-06-30 | $980k | 3.3k | 293.33 |
| 2020-03-31 | $754k | 3.5k | 218.05 |
| 2019-12-31 | $4.7M | 18k | 262.98 |
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