iShares Morningstar Mid Growth Idx shares owned by Falcon Wealth Planning
Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Falcon Wealth Planning
from 13F filings
Historical chart of Falcon Wealth Planning investment in iShares Morningstar Mid Growth Idx
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Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Falcon Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $567k | 8.0k | 70.68 |
| 2023-12-31 | $517k | 8.0k | 64.45 |
| 2023-09-30 | $458k | 8.0k | 57.13 |
| 2023-06-30 | $489k | 8.0k | 60.94 |
| 2023-03-31 | $462k | 8.0k | 57.56 |
| 2022-12-31 | $432k | 8.0k | 53.88 |
| 2022-09-30 | $404k | 8.0k | 50.38 |
| 2022-06-30 | $417k | 8.0k | 52.00 |
| 2022-03-31 | $641k | 10k | 64.27 |
| 2021-12-31 | $533k | 7.3k | 73.28 |
| 2021-09-30 | $501k | 7.3k | 68.88 |
| 2021-06-30 | $501k | 7.3k | 68.88 |
| 2021-03-31 | $458k | 1.2k | 377.89 |
| 2020-12-31 | $475k | 1.2k | 382.14 |
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