iShares Morningstar Mid Growth Idx shares owned by Ellis Investment Partners
Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Ellis Investment Partners
from 13F filings
Historical chart of Ellis Investment Partners investment in iShares Morningstar Mid Growth Idx
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Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Ellis Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $202k | 2.8k | 72.96 |
| 2023-03-31 | $215k | 3.7k | 57.56 |
| 2022-12-31 | $200k | 3.7k | 53.88 |
| 2022-09-30 | $254k | 5.1k | 50.25 |
| 2022-06-30 | $261k | 5.0k | 51.75 |
| 2022-03-31 | $323k | 5.0k | 64.13 |
| 2021-12-31 | $368k | 5.0k | 73.15 |
| 2021-09-30 | $346k | 5.0k | 68.87 |
| 2021-06-30 | $345k | 5.0k | 68.75 |
| 2021-03-31 | $316k | 836 | 377.99 |
| 2020-12-31 | $320k | 835 | 383.23 |
| 2020-09-30 | $267k | 835 | 319.76 |
| 2020-06-30 | $247k | 835 | 295.81 |
| 2020-03-31 | $189k | 908 | 208.15 |
| 2019-12-31 | $241k | 908 | 265.42 |
| 2019-09-30 | $297k | 1.2k | 239.90 |
| 2019-06-30 | $313k | 1.2k | 253.03 |
| 2019-03-31 | $2.9M | 17k | 172.36 |
| 2018-12-31 | $201k | 1.0k | 193.83 |
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