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iShares Morningstar Mid Growth Idx shares owned by Baer Investment Advisory

Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Baer Investment Advisory from 13F filings

Historical chart of Baer Investment Advisory 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 Baer Investment Advisory 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 Baer Investment Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $34M 432k 78.77

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Top funds holding iShares Morningstar Mid Growth Idx

Vantagepoint Investment Advisers
LPL Financial
Morgan Stanley
Raymond James Financial
Cetera Investment Advisers
Ameriprise Financial
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Bank of America Corporation
Mariner Wealth Advisors
Advisor Group Holdings
UBS Group
Nelson, Van Denburg & Campbell Wealth Management
Victory Financial Group
Wells Fargo & Company

View all funds holding iShares Morningstar Mid Growth Idx