iShares Morningstar Mid Growth Idx shares owned by Avalon Trust
Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Avalon Trust
from 13F filings
Historical chart of Avalon Trust investment in iShares Morningstar Mid Growth Idx
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Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Avalon Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $166k | 2.0k | 82.73 |
| 2025-06-30 | $281k | 3.5k | 80.23 |
| 2025-03-31 | $357k | 5.0k | 71.43 |
| 2024-12-31 | $378k | 5.0k | 75.53 |
| 2024-09-30 | $365k | 5.0k | 72.97 |
| 2024-06-30 | $339k | 5.0k | 67.75 |
| 2024-03-31 | $396k | 5.6k | 70.68 |
| 2023-12-31 | $361k | 5.6k | 64.45 |
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