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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

Tip: Access up to 7 years of quarterly data

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
2025-09-30 $2.5M 30k 82.73
2025-06-30 $2.3M 28k 80.21
2025-03-31 $2.1M 29k 71.43
2024-12-31 $2.4M 30k 79.58
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)
Tcw Etf Trust (FLXR)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
Altria (MO)
Home Depot (HD)
Amplify Etf Tr a (DIVO)
Vanguard Total Bond Market ETF (BND)
Apple (AAPL)
Realty Income (O)
Caretrust Reit (CTRE)
Wp Carey (WPC)
New Residential Investment (RITM)
NVIDIA Corporation (NVDA)

View all positions for Capital Square

Top funds holding iShares Morningstar Mid Growth Idx

Vantagepoint Investment Advisers
LPL Financial
Ameriprise Financial
Morgan Stanley
Raymond James Financial
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Nelson, Van Denburg & Campbell Wealth Management
Commonwealth Equity Services
H D Vest Advisory Services
Advisor Group Holdings
UBS Group
Wells Fargo & Company
Victory Financial Group
Rockport Wealth

View all funds holding iShares Morningstar Mid Growth Idx