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iShares Morningstar Mid Growth Idx shares owned by Asset Allocation Strategies

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

Historical chart of Asset Allocation Strategies 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 Asset Allocation Strategies 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 Asset Allocation Strategies

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.5M 26k 57.13
2023-06-30 $1.5M 24k 60.94
2023-03-31 $363k 6.3k 57.56
2022-12-31 $999k 19k 53.88

More positions owned by Asset Allocation Strategies

Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Actively Managed Etf S&p500 Downsid (PHDG)
Ishares Tr Global 100 Etf (IOO)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Faln Angls Usd (FALN)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Strategy Ns 7handl Idx (HNDL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

View all positions for Asset Allocation Strategies

Top funds holding iShares Morningstar Mid Growth Idx

Assetmark
Raymond James Financial Services Advisors
Creative Financial Designs
Commonwealth Equity Services
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Orgel Wealth Management
H D Vest Advisory Services
Advisor Group Holdings
Forte Capital
Cornerstone Planning Group
Cosner Financial Group
Rodgers & Associates
Cambridge Investment Research Advisors

View all funds holding iShares Morningstar Mid Growth Idx