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iShares Morningstar Mid Growth Idx shares owned by Family Legacy

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

Historical chart of Family Legacy investment in iShares Morningstar Mid Growth Idx

Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 20251M2M3M010k20k30k40k50k
Value ($)Share countHistorical IMCG position of Family Legacy Source: stockzoa.comValue ($)Share count

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All positions including iShares Morningstar Mid Growth Idx held by Family Legacy 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 Family Legacy

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.2M 41k 76.57
2024-09-30 $3.1M 42k 72.97
2024-06-30 $2.9M 43k 67.75
2024-03-31 $3.0M 42k 70.68
2023-12-31 $2.8M 44k 64.45
2023-09-30 $2.6M 46k 57.13
2023-06-30 $2.8M 47k 60.94
2023-03-31 $2.6M 45k 57.56
2022-12-31 $2.6M 45k 57.48
2022-09-30 $1.9M 38k 50.37
2022-06-30 $2.0M 37k 52.70
2022-03-31 $2.0M 31k 64.28
2021-12-31 $665k 9.6k 69.29
2021-09-30 $670k 9.6k 69.61
2021-06-30 $655k 9.4k 69.54
2021-03-31 $556k 1.5k 378.49