Benjamin Edwards »

iShares Morningstar Mid Growth Idx shares owned by Benjamin Edwards

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

Historical chart of Benjamin Edwards investment in iShares Morningstar Mid Growth Idx

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All positions including iShares Morningstar Mid Growth Idx held by Benjamin Edwards 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 Benjamin Edwards

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 15k 79.84
2025-09-30 $416k 5.0k 82.74
2025-06-30 $403k 5.0k 80.24
2025-03-31 $359k 5.0k 71.44
2024-12-31 $379k 5.0k 75.53
2024-09-30 $366k 5.0k 72.98

More positions owned by Benjamin Edwards

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPMB)
Ishares Tr Core S&p Us Gwt (IUSG)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Us Vlu (IUSV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Amphenol Corp Cl A (APH)
Spdr Series Trust State Street Spd (SPYV)
Broadcom (AVGO)
World Gold Tr Spdr Gld Minis (GLDM)
Abbvie (ABBV)
Costco Wholesale Corporation (COST)

View all positions for Benjamin Edwards

Top funds holding iShares Morningstar Mid Growth Idx

Vantagepoint Investment Advisers
LPL Financial
Raymond James Financial
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Ameriprise Financial
Nelson, Van Denburg & Campbell Wealth Management
Commonwealth Equity Services
Advisor Group Holdings
Mariner Wealth Advisors
UBS Group
Victory Financial Group
Wells Fargo & Company
Rockport Wealth
Cornerstone Planning Group

View all funds holding iShares Morningstar Mid Growth Idx