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iShares Morningstar Mid Growth Idx shares owned by Buck Wealth Strategies

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

Historical chart of Buck Wealth Strategies 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 Buck Wealth Strategies 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 Buck Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $741k 9.3k 79.84
2025-09-30 $1.5M 19k 82.73

More positions owned by Buck Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Magna Intl Inc cl a (MGA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Buck Wealth Strategies

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