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iShares Morningstar Mid Growth Idx shares owned by Fortitude Financial

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

Historical chart of Fortitude Financial 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 Fortitude Financial 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 Fortitude Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 170k 83.05
2025-06-30 $14M 169k 79.66

More positions owned by Fortitude Financial

Traeger Common Stock (COOK)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio S&p600 (SPSM)
Ea Series Trust Freedom 100 Em (FRDM)
Sabra Health Care REIT (SBRA)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
First Tr Exchange-traded Wtr Etf (FIW)
Ark Etf Tr Innovation Etf (ARKK)
Microsoft Corporation (MSFT)

View all positions for Fortitude Financial

Top funds holding iShares Morningstar Mid Growth Idx

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Commonwealth Equity Services
H D Vest Advisory Services
Advisor Group Holdings
UBS Group
Wells Fargo & Company
Victory Financial Group
Rockport Wealth

View all funds holding iShares Morningstar Mid Growth Idx