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iShares Morningstar Mid Growth Idx shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth 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 CI Private Wealth 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 24k 72.97
2024-06-30 $3.5M 52k 67.69
2024-03-31 $3.7M 53k 70.68
2023-12-31 $3.4M 52k 64.45
2023-09-30 $2.3M 41k 57.13
2023-06-30 $2.5M 40k 60.94
2023-03-31 $2.4M 43k 57.56
2022-12-31 $355k 45k 7.92

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Alphabet Cap Stk Cl C (GOOG)
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Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
UnitedHealth (UNH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for CI Private Wealth

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