Envestnet Asset Management »

iShares Morningstar Mid Growth Idx shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset 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 Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $16M 224k 72.97
2024-06-30 $15M 222k 67.75
2024-03-31 $13M 184k 70.68
2023-09-30 $11M 188k 57.13
2023-06-30 $9.9M 162k 60.94
2023-03-31 $9.8M 169k 57.56
2022-12-31 $8.9M 165k 53.88
2022-09-30 $9.1M 180k 50.38
2022-06-30 $8.8M 169k 51.94
2022-03-31 $11M 172k 64.28
2021-12-31 $13M 180k 73.24
2021-09-30 $11M 157k 68.88
2021-06-30 $11M 166k 68.89
2021-03-31 $11M 29k 378.15
2020-12-31 $12M 31k 382.48
2020-09-30 $8.1M 25k 320.44
2020-06-30 $6.3M 22k 293.20
2020-03-31 $1.2M 5.7k 218.07
2019-12-31 $978k 3.7k 262.90
2019-09-30 $1.6M 6.5k 243.48
2019-06-30 $444k 1.8k 251.56
2018-12-31 $647k 3.3k 194.47
2018-06-30 $242k 1.1k 218.61
2018-03-31 $236k 1.1k 209.78
2017-12-31 $228k 1.1k 202.67
2016-09-30 $319k 2.0k 162.92
2016-06-30 $305k 2.0k 156.01
2016-03-31 $293k 1.9k 152.13
2015-12-31 $293k 1.9k 154.45
2015-09-30 $274k 1.8k 149.89

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

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