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iShares Morningstar Mid Growth Idx shares owned by Dfpg Investments

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

Historical chart of Dfpg Investments 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 Dfpg Investments 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 Dfpg Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 17k 62.40
2023-09-30 $935k 17k 55.98
2023-06-30 $2.3M 37k 63.15
2023-03-31 $900k 16k 57.56

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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Select Sector Spdr Tr Energy (XLE)

View all positions for Dfpg Investments

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