iShares Morningstar Mid Growth Idx shares owned by Fermata Advisors
Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Fermata Advisors
from 13F filings
Historical chart of Fermata Advisors investment in iShares Morningstar Mid Growth Idx
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Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Fermata Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $456k | 5.5k | 82.72 |
| 2025-06-30 | $486k | 6.1k | 80.23 |
| 2025-03-31 | $519k | 7.3k | 71.43 |
| 2024-12-31 | $566k | 7.5k | 75.53 |
| 2024-09-30 | $601k | 8.2k | 72.97 |
| 2024-06-30 | $590k | 8.7k | 67.75 |
| 2024-03-31 | $2.3M | 33k | 70.68 |
| 2023-12-31 | $3.8M | 60k | 64.45 |
| 2023-09-30 | $3.5M | 61k | 57.15 |
| 2023-03-31 | $498k | 8.6k | 57.56 |
| 2022-12-31 | $4.3M | 80k | 53.89 |
| 2022-09-30 | $4.9M | 97k | 50.38 |
| 2022-06-30 | $4.0M | 77k | 51.95 |
| 2022-03-31 | $2.7M | 43k | 64.30 |
| 2021-12-31 | $2.0M | 28k | 73.26 |
| 2021-09-30 | $635k | 9.2k | 68.92 |
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