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iShares Morningstar Mid Growth Idx shares owned by Forte Capital

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

Historical chart of Forte Capital 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 Forte Capital 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 Forte Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $17M 270k 64.45
2023-09-30 $15M 270k 57.13
2023-06-30 $17M 275k 60.94
2023-03-31 $16M 270k 57.56
2022-12-31 $11M 198k 53.88

More positions owned by Forte Capital

Apple (AAPL)
Schwab US Large-Cap Growth ETF Etf (SCHG)
Vang Value Index Etf (VTV)
Amazon (AMZN)
MasterCard Incorporated (MA)
Adobe Systems Incorporated (ADBE)
Trade Desk (TTD)
Intuit (INTU)
Alphabet Inc Class A cs (GOOGL)
iShares Morningstar Mid-Cap Growth ETF Etf (IMCG)
TJX Companies (TJX)
Lululemon Athletica (LULU)
Ametek (AME)
Ulta Salon, Cosmetics & Fragrance (ULTA)
Intuitive Surgical (ISRG)

View all positions for Forte Capital

Top funds holding iShares Morningstar Mid Growth Idx

Assetmark
Raymond James Financial Services Advisors
Creative Financial Designs
Commonwealth Equity Services
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Orgel Wealth Management
H D Vest Advisory Services
Advisor Group Holdings
Forte Capital
Cornerstone Planning Group
Cosner Financial Group
Rodgers & Associates
Mariner Wealth Advisors

View all funds holding iShares Morningstar Mid Growth Idx