iShares Morningstar Mid Growth Idx shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors 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 Burt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $612k | 8.4k | 72.97 |
| 2024-06-30 | $568k | 8.4k | 67.75 |
| 2024-03-31 | $593k | 8.4k | 70.68 |
| 2023-12-31 | $541k | 8.4k | 64.45 |
| 2023-09-30 | $479k | 8.4k | 57.13 |
| 2023-06-30 | $511k | 8.4k | 60.94 |
| 2023-03-31 | $487k | 8.5k | 57.56 |
| 2022-12-31 | $456k | 8.5k | 53.88 |
| 2020-12-31 | $85k | 223 | 381.17 |
| 2020-09-30 | $71k | 223 | 318.39 |
| 2020-06-30 | $73k | 250 | 292.00 |
Top funds holding iShares Morningstar Mid Growth Idx
View all funds holding iShares Morningstar Mid Growth Idx