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iShares Morningstar Mid Growth Idx shares owned by Aire Advisors

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

Historical chart of Aire 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 Aire 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 Aire Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.9M 28k 67.76
2024-03-31 $2.0M 28k 70.69
2023-12-31 $1.8M 28k 64.47
2023-09-30 $1.7M 30k 57.13
2023-06-30 $1.8M 30k 61.09
2023-03-31 $1.6M 28k 57.56
2022-12-31 $1.6M 30k 53.88
2022-09-30 $701k 14k 50.40

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Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Comcast Corp Cl A (CMCSA)
Dimensional Etf Trust Intl Core Equity (DFIC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Value Etf (VTV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Conv Bd Etf (ICVT)
Texas Roadhouse (TXRH)

View all positions for Aire Advisors

Top funds holding iShares Morningstar Mid Growth Idx

LPL Financial
Morgan Stanley
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company
Nelson, Van Denburg & Campbell Wealth Management
Commonwealth Equity Services
H D Vest Advisory Services
Wells Fargo & Company
Royal Bank of Canada
Orgel Wealth Management
Cornerstone Planning Group
Creative Financial Designs
Mariner Wealth Advisors
Bank of America Corporation
Advisor Group Holdings

View all funds holding iShares Morningstar Mid Growth Idx