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iShares Morningstar Mid Growth Idx shares owned by Davenport & Co

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

Historical chart of Davenport & Co 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 Davenport & Co 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 Davenport & Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $765k 9.6k 79.84
2025-09-30 $668k 8.1k 82.73
2025-06-30 $357k 4.5k 80.23
2025-03-31 $2.8M 40k 71.43
2021-03-31 $1.5M 4.0k 378.10

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Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)
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Martin Marietta Materials (MLM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
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View all positions for Davenport & Co

Top funds holding iShares Morningstar Mid Growth Idx

Vantagepoint Investment Advisers
LPL Financial
Ameriprise Financial
Raymond James Financial
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Nelson, Van Denburg & Campbell Wealth Management
Commonwealth Equity Services
Advisor Group Holdings
UBS Group
Wells Fargo & Company
Victory Financial Group
Rockport Wealth
Mariner Wealth Advisors
Cornerstone Planning Group

View all funds holding iShares Morningstar Mid Growth Idx