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iShares Morningstar Mid Growth Idx shares owned by Aveo Capital Partners

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

Historical chart of Aveo Capital Partners 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 Aveo Capital Partners 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 Aveo Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $315k 4.9k 64.45
2020-09-30 $1.8M 5.6k 320.54
2019-12-31 $558k 2.1k 262.96

More positions owned by Aveo Capital Partners

Ishares Tr 0-3 Mnth Treasry (SGOV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Broad Usd High (USHY)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr S&p 100 Etf (OEF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Proshares Tr Ultra High Yld (UJB)
Select Sector Spdr Tr Energy (XLE)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Microsoft Corporation (MSFT)

View all positions for Aveo Capital Partners

Top funds holding iShares Morningstar Mid Growth Idx

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

View all funds holding iShares Morningstar Mid Growth Idx