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iShares Morningstar Mid Growth Idx shares owned by Capital Square

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

Historical chart of Capital Square investment in iShares Morningstar Mid Growth Idx

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All positions including iShares Morningstar Mid Growth Idx held by Capital Square 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 Capital Square

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 28k 72.97
2024-06-30 $2.1M 30k 69.37
2024-03-31 $2.1M 30k 70.68

More positions owned by Capital Square

iShares S&P US Pref Stock Idx Fnd (PFF)
Vanguard Total Stock Market ETF (VTI)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
American Tower Reit (AMT)
Apple (AAPL)
Home Depot (HD)
Realty Income (O)
Wp Carey (WPC)
Schwab Strategic Tr us dividend eq (SCHD)
Altria (MO)
Caretrust Reit (CTRE)
New Residential Investment (RITM)
Vanguard Mid-Cap Value ETF (VOE)
Southern Company (SO)

View all positions for Capital Square

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