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iShares Morningstar Mid Growth Idx shares owned by CWM

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

Historical chart of CWM investment in iShares Morningstar Mid Growth Idx

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All positions including iShares Morningstar Mid Growth Idx held by CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 192k 82.73
2025-06-30 $15M 193k 80.23
2025-03-31 $15M 207k 71.43
2024-12-31 $10M 132k 75.53
2024-09-30 $6.0M 83k 72.97
2024-06-30 $5.8M 85k 67.75
2024-03-31 $6.3M 89k 70.68
2023-12-31 $5.6M 87k 64.45
2023-09-30 $4.5M 79k 57.12
2023-06-30 $4.6M 76k 60.94
2023-03-31 $4.3M 75k 57.56
2022-12-31 $3.8M 71k 53.88
2022-09-30 $4.1M 81k 50.38
2022-06-30 $4.0M 77k 51.94
2022-03-31 $9.5M 148k 64.28
2021-12-31 $9.7M 132k 73.24
2021-06-30 $3.6M 53k 68.90
2021-03-31 $2.1M 5.6k 378.12
2020-12-31 $2.2M 5.6k 382.43
2020-09-30 $1.8M 5.6k 320.50
2020-06-30 $1.7M 5.6k 293.17
2020-03-31 $1.3M 5.8k 218.18
2019-12-31 $1.5M 5.8k 262.92
2019-09-30 $2.2M 9.2k 243.48
2019-06-30 $2.3M 9.2k 251.51
2019-03-31 $2.2M 9.2k 235.25
2018-12-31 $1.8M 9.4k 194.41
2018-09-30 $2.3M 9.6k 235.75
2018-06-30 $2.1M 9.7k 218.84
2018-03-31 $2.0M 9.7k 209.46
2017-12-31 $1.9M 9.5k 202.42
2017-09-30 $1.8M 9.3k 189.68
2017-06-30 $1.6M 8.5k 182.96
2017-03-31 $1.4M 8.3k 173.98
2016-12-31 $1.3M 8.3k 162.08
2016-09-30 $1.4M 8.3k 162.80
2016-06-30 $1.1M 7.4k 155.91
2016-03-31 $1.1M 7.0k 152.16

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

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