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iShares Morningstar Mid Growth Idx shares owned by Financial Perspectives

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

Historical chart of Financial Perspectives 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 Financial Perspectives 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 Financial Perspectives

Quarter filed Position value Share count Share price at filing
2024-09-30 $101k 1.4k 72.98
2024-06-30 $94k 1.4k 67.74
2024-03-31 $98k 1.4k 70.66
2023-12-31 $89k 1.4k 64.45
2023-09-30 $78k 1.4k 57.11
2023-06-30 $84k 1.4k 60.92
2023-03-31 $79k 1.4k 57.58
2022-12-31 $74k 1.4k 53.89
2021-09-30 $171k 2.5k 68.88
2021-06-30 $171k 2.5k 68.89
2021-03-31 $414k 157k 2.64