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iShares Morningstar Mid Growth Idx shares owned by Denver Wealth Management

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

Historical chart of Denver Wealth Management 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 Denver Wealth Management 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 Denver Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 48k 82.73
2025-06-30 $3.4M 42k 80.23
2025-03-31 $2.4M 34k 71.43

More positions owned by Denver Wealth Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr MRGSTR MD CP GRW (IMCG)
RBB Us Treas 3 Mnth (TBIL)
Global X Fds 1-3 Month T-bill (CLIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Denver Wealth Management

Top funds holding iShares Morningstar Mid Growth Idx

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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