iShares Morningstar Mid Growth Idx shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in iShares Morningstar Mid Growth Idx
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Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.0M | 14k | 75.53 |
| 2024-09-30 | $924k | 13k | 72.97 |
| 2024-06-30 | $847k | 13k | 67.75 |
| 2024-03-31 | $4.5M | 64k | 70.68 |
| 2023-12-31 | $3.8M | 58k | 64.45 |
| 2023-09-30 | $3.3M | 58k | 57.27 |
| 2023-06-30 | $3.1M | 50k | 60.94 |
| 2023-03-31 | $449k | 8.3k | 53.88 |
| 2022-12-31 | $449k | 8.3k | 53.88 |
| 2022-09-30 | $349k | 6.9k | 50.35 |
| 2022-06-30 | $259k | 5.0k | 51.87 |
| 2022-03-31 | $601k | 9.4k | 64.30 |
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