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Horizon Family Wealth »

iShares Morningstar Mid Growth Idx shares owned by Horizon Family Wealth

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

Historical chart of Horizon Family Wealth 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 Horizon Family Wealth 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 Horizon Family Wealth

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$269k	3.8k	70.68
2023-12-31	$1.6M	25k	64.45
2023-09-30	$1.2M	22k	57.13

More positions owned by Horizon Family Wealth

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

Vanguard Index Fds Growth Etf (VUG)

Goldman Sachs Etf Tr Activebeta Int (GSIE)

Ishares Tr S&p 500 Grwt Etf (IVW)

Vanguard Index Fds Mid Cap Etf (VO)

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

Goldman Sachs Etf Tr Small Cap Core E (GSC)

Ishares Tr Intl Eqty Factor (INTF)

Ishares Tr Core S&p Scp Etf (IJR)

Spdr Ser Tr Bloomberg 3-12 M (BILS)

Invesco Exchange Traded Fd T Large Cap Value (PWV)

Ishares Tr National Mun Etf (MUB)

Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

Select Sector Spdr Tr Technology (XLK)

Vanguard Index Fds Small Cp Etf (VB)

View all positions for Horizon Family Wealth

Top funds holding iShares Morningstar Mid Growth Idx

Raymond James Financial Services Advisors

Northwestern Mutual Wealth Management Company

Nelson, Van Denburg & Campbell Wealth Management

Commonwealth Equity Services

H D Vest Advisory Services

Wells Fargo & Company

Royal Bank of Canada

Orgel Wealth Management

Cornerstone Planning Group

Creative Financial Designs

Mariner Wealth Advisors

Bank of America Corporation

Advisor Group Holdings

View all funds holding iShares Morningstar Mid Growth Idx

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