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iShares Morningstar Mid Growth Idx shares owned by Cerro Pacific Wealth Advisors

Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Cerro Pacific Wealth Advisors from 13F filings

Historical chart of Cerro Pacific 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 Cerro Pacific Wealth Advisors 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 Cerro Pacific Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 41k 82.73
2025-06-30 $2.6M 33k 80.23
2025-03-31 $1.1M 14k 75.53
2024-12-31 $357k 4.9k 72.97

More positions owned by Cerro Pacific Wealth Advisors

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Vanguard Admiral Fds 500 Grth Idx F (VOOG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Value (VLUE)
Schwab Strategic Tr Fundamental Intl (FNDF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Grwth Etf (EFG)
Wisdomtree Tr Glb Us Qtly Div (DNL)

View all positions for Cerro Pacific Wealth Advisors

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