iShares Morningstar Mid Growth Idx shares owned by Capital Asset Advisory Services
Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Capital Asset Advisory Services
from 13F filings
Historical chart of Capital Asset Advisory Services investment in iShares Morningstar Mid Growth Idx
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Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Capital Asset Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 16k | 72.75 |
| 2024-06-30 | $1.0M | 15k | 67.44 |
| 2024-03-31 | $938k | 14k | 69.46 |
| 2023-12-31 | $819k | 13k | 64.45 |
| 2023-09-30 | $706k | 12k | 58.21 |
| 2023-06-30 | $716k | 12k | 62.23 |
| 2023-03-31 | $624k | 11k | 57.56 |
| 2022-12-31 | $550k | 10k | 53.88 |
| 2022-09-30 | $444k | 8.8k | 50.34 |
| 2022-06-30 | $426k | 8.2k | 51.98 |
| 2022-03-31 | $473k | 7.4k | 64.33 |
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