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iShares Morningstar Mid Growth Idx shares owned by Certified Advisory Corp

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

Historical chart of Certified Advisory Corp 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 Certified Advisory Corp 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 Certified Advisory Corp

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.3M 66k 64.45
2023-09-30 $3.7M 66k 57.13
2023-06-30 $4.1M 67k 60.94
2023-03-31 $3.7M 64k 57.56
2022-12-31 $3.4M 63k 53.88
2022-09-30 $2.7M 53k 50.38
2022-06-30 $3.1M 60k 51.93
2022-03-31 $3.0M 46k 64.29
2021-12-31 $2.9M 40k 73.25
2021-09-30 $1.4M 20k 68.88
2021-06-30 $774k 11k 68.90
2021-03-31 $390k 1.0k 378.27
2020-06-30 $59k 200 295.00
2017-12-31 $0 0 0.00

More positions owned by Certified Advisory Corp

Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Powershares Qqq Tr Etf (QQQ)
Ishares S&p 500 Index Etf (IVV)
Apple Stock (AAPL)
Schwab Us Dividend Equity Etf Etf (SCHD)
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)
Ishares Convertible Bond Etf Etf (ICVT)
Rydex Etf Tr S&p Equal Weight Consumer Staples Etf Etf (RSPS)
Vanguard Short-term Treasury Etf Etf (VGSH)
Vanguard Information Technology Etf (VGT)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)
Vanguard High Dividend Yield Etf (VYM)
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW)

View all positions for Certified Advisory Corp

Top funds holding iShares Morningstar Mid Growth Idx

Assetmark
Raymond James Financial Services Advisors
Creative Financial Designs
Commonwealth Equity Services
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Orgel Wealth Management
H D Vest Advisory Services
Advisor Group Holdings
Forte Capital
Cornerstone Planning Group
Cosner Financial Group
Rodgers & Associates
Mariner Wealth Advisors

View all funds holding iShares Morningstar Mid Growth Idx