Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Betterment »

iShares Morningstar Mid Growth Idx shares owned by Betterment

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

Historical chart of Betterment 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 Betterment consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Betterment

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$1.3M	18k	72.98
2024-06-30	$1.1M	16k	67.74
2024-03-31	$660k	9.3k	70.69
2023-12-31	$232k	3.6k	64.52

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)

SPDR State Street Global Advisors Portfolio S&p500 (SPLG)

Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

Ishares Tr Core Us Aggbd Et (AGG)

Ishares Tr National Mun Etf (MUB)

Ishares Tr Core S&p Ttl Stk (ITOT)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

Vanguard Index Fds Value Etf (VTV)

SPDR State Street Global Advisors Portfolio S&p400 (SPMD)

Ishares Tr Core Msci Eafe (IEFA)

Ishares Tr Jpmorgan Usd Emg (EMB)

Vanguard Index Fds Mcap Vl Idxvip (VOE)

Vanguard Index Fds Sm Cp Val Etf (VBR)

SPDR State Street Global Advisors Portfolio S&p600 (SPSM)

View all positions for Betterment

Top funds holding iShares Morningstar Mid Growth Idx

Ameriprise Financial

Raymond James Financial Services Advisors

Northwestern Mutual Wealth Management Company

Nelson, Van Denburg & Campbell Wealth Management

H D Vest Advisory Services

Commonwealth Equity Services

Wells Fargo & Company

Royal Bank of Canada

Orgel Wealth Management

Cornerstone Planning Group

Creative Financial Designs

Mariner Wealth Advisors

Bank of America Corporation

View all funds holding iShares Morningstar Mid Growth Idx

© 2025 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z