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iShares Morningstar Mid Growth Idx shares owned by Arete Wealth Advisors

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

Historical chart of Arete Wealth 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 Arete Wealth 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 Arete Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 25k 64.45
2023-06-30 $1.5M 24k 60.93
2023-03-31 $1.4B 24k 57561.17
2022-12-31 $1.3B 24k 53880.17
2022-09-30 $1.3M 25k 50.38
2022-06-30 $1.3M 25k 52.11
2022-03-31 $1.8M 27k 64.28
2021-12-31 $1.9M 26k 72.61
2021-09-30 $1.8M 26k 68.89
2021-06-30 $1.6M 25k 64.63
2021-03-31 $1.7M 4.4k 378.32
2020-12-31 $2.5M 6.6k 380.29
2020-09-30 $1.5M 4.8k 322.76
2020-06-30 $945k 3.2k 293.11
2020-03-31 $264k 1.2k 217.82
2019-12-31 $209k 795 262.89
2019-09-30 $213k 873 243.99