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iShares Morningstar Mid Growth Idx shares owned by Breakwater Capital Group

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

Historical chart of Breakwater Capital Group 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 Breakwater Capital Group 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 Breakwater Capital Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $211k 2.9k 72.97
2024-06-30 $202k 3.0k 67.75

More positions owned by Breakwater Capital Group

Apple (AAPL)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard World Mega Cap Val Etf (MGV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Faln Angls Usd (FALN)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Breakwater Capital Group

Top funds holding iShares Morningstar Mid Growth Idx

Ameriprise Financial
LPL 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
UBS Group
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