iShares Morningstar Mid Growth Idx shares owned by Bogart Wealth
Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart Wealth investment in iShares Morningstar Mid Growth Idx
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All positions including iShares Morningstar Mid Growth Idx held by Bogart Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Morningstar Mid Growth Idx by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $248k | 3.1k | 79.83 |
| 2025-09-30 | $257k | 3.1k | 82.74 |
| 2025-06-30 | $254k | 3.2k | 80.24 |
| 2025-03-31 | $226k | 3.2k | 71.44 |
| 2024-12-31 | $220k | 2.9k | 75.54 |
| 2024-09-30 | $213k | 2.9k | 72.97 |
| 2024-06-30 | $249k | 3.7k | 67.75 |
| 2024-03-31 | $275k | 3.9k | 70.69 |
| 2023-12-31 | $282k | 4.4k | 64.46 |
| 2023-09-30 | $21M | 370k | 57.13 |
| 2023-06-30 | $22M | 365k | 60.94 |
| 2023-03-31 | $20M | 348k | 57.56 |
| 2022-12-31 | $25M | 457k | 53.88 |
| 2022-09-30 | $22M | 428k | 50.38 |
| 2022-06-30 | $20M | 379k | 51.94 |
| 2022-03-31 | $23M | 351k | 64.28 |
| 2021-12-31 | $1.0k | 14 | 71.43 |
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