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iShares Morningstar Mid Growth Idx shares owned by CGC Financial Services

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

Historical chart of CGC Financial Services 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 CGC Financial Services 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 CGC Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $620k 8.8k 70.68
2023-12-31 $1.0M 16k 64.45
2023-09-30 $467k 8.2k 57.13
2023-06-30 $503k 8.3k 60.94

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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Msci Intl Moment (IMTM)
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)
Apple (AAPL)
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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Vanguard Bd Index Fds Intermed Term (BIV)
Nike CL B (NKE)
Ishares Tr Core Div Grwth (DGRO)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Index Fds Value Etf (VTV)

View all positions for CGC Financial Services

Top funds holding iShares Morningstar Mid Growth Idx

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

View all funds holding iShares Morningstar Mid Growth Idx