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iShares Morningstar Mid Growth Idx shares owned by DDFG

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

Historical chart of DDFG 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 DDFG 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 DDFG

Quarter filed Position value Share count Share price at filing
2024-09-30 $932M 13k 72969.16
2024-06-30 $826M 12k 67750.82
2024-03-31 $813M 12k 70677.71
2023-09-30 $921M 16k 57129.04
2023-06-30 $1.2B 20k 60939.42
2023-03-31 $1.0B 18k 57559.48
2022-12-31 $816M 15k 53879.99

More positions owned by DDFG

Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Div Grwth (DGRO)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Intl Eqty Factor (INTF)

View all positions for DDFG

Top funds holding iShares Morningstar Mid Growth Idx

LPL Financial
Morgan Stanley
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company
Nelson, Van Denburg & Campbell Wealth Management
Commonwealth Equity Services
H D Vest Advisory Services
Wells Fargo & Company
Royal Bank of Canada
Orgel Wealth Management
Cornerstone Planning Group
Creative Financial Designs
Mariner Wealth Advisors
Bank of America Corporation
Advisor Group Holdings

View all funds holding iShares Morningstar Mid Growth Idx