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iShares Morningstar Mid Growth Idx shares owned by Gwn Securities

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

Historical chart of Gwn Securities investment in iShares Morningstar Mid Growth Idx

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All positions including iShares Morningstar Mid Growth Idx held by Gwn Securities 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 Gwn Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $397k 4.8k 82.83
2025-06-30 $376k 4.7k 80.31
2025-03-31 $277k 3.9k 71.45

More positions owned by Gwn Securities

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Ultra Short Dur (ICSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard World Inf Tech Etf (VGT)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Johnson & Johnson (JNJ)
Cardinal Health (CAH)

View all positions for Gwn Securities

Top funds holding iShares Morningstar Mid Growth Idx

Vantagepoint Investment Advisers
LPL Financial
Ameriprise Financial
Morgan Stanley
Raymond James Financial
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Nelson, Van Denburg & Campbell Wealth Management
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