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
Download as csv
Download as Excel
Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Financial Perspectives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $129k | 1.6k | 82.71 |
| 2025-06-30 | $125k | 1.6k | 80.21 |
| 2025-03-31 | $111k | 1.6k | 71.43 |
| 2024-12-31 | $105k | 1.4k | 75.55 |
| 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 |
Top funds holding iShares Morningstar Mid Growth Idx
View all funds holding iShares Morningstar Mid Growth Idx