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iShares Morningstar Mid Growth Idx shares owned by Hrt Financial

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

Historical chart of Hrt Financial investment in iShares Morningstar Mid Growth Idx

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All positions including iShares Morningstar Mid Growth Idx held by Hrt 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 Hrt Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4M 30k 79.81
2025-03-31 $434k 6.1k 71.35
2015-06-30 $362k 2.2k 164.25

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Apple Put
NVIDIA Corporation (NVDA)
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Meta Platforms Put
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Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Hrt Financial

Top funds holding iShares Morningstar Mid Growth Idx

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Commonwealth Equity Services
Advisor Group Holdings
Mariner Wealth Advisors
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Victory Financial Group
Wells Fargo & Company
Rockport Wealth
Cornerstone Planning Group

View all funds holding iShares Morningstar Mid Growth Idx