iShares Morningstar Mid Growth Idx shares owned by Capital Analysts
Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Capital Analysts
from 13F filings
Historical chart of Capital Analysts investment in iShares Morningstar Mid Growth Idx
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Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Capital Analysts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $912k | 11k | 82.66 |
| 2025-06-30 | $871k | 11k | 80.33 |
| 2025-03-31 | $834k | 12k | 71.42 |
| 2024-12-31 | $895k | 12k | 75.46 |
| 2024-09-30 | $864k | 12k | 72.98 |
| 2024-06-30 | $758k | 11k | 67.82 |
| 2024-03-31 | $788k | 11k | 70.62 |
| 2023-12-31 | $713k | 11k | 64.42 |
| 2023-09-30 | $515k | 9.0k | 57.18 |
| 2023-06-30 | $792k | 14k | 58.73 |
| 2023-03-31 | $763k | 13k | 57.55 |
| 2022-12-31 | $889k | 17k | 53.90 |
| 2022-09-30 | $908k | 18k | 50.38 |
| 2022-06-30 | $962k | 19k | 51.92 |
| 2022-03-31 | $1.2M | 19k | 64.28 |
| 2021-12-31 | $1.4M | 19k | 73.23 |
| 2021-09-30 | $1.3M | 19k | 68.89 |
| 2021-06-30 | $1.3M | 19k | 68.89 |
| 2021-03-31 | $1.2M | 3.1k | 377.99 |
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