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iShares Morningstar Mid Growth Idx shares owned by IAG Wealth Partners

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

Historical chart of IAG Wealth Partners 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 IAG Wealth Partners 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 IAG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 171k 72.97
2024-06-30 $11M 166k 67.75
2024-03-31 $11M 160k 70.68
2023-12-31 $9.8M 153k 64.45

More positions owned by IAG Wealth Partners

Spdr Portfolio MF Closed and MF Open (SPLG)
Spdr Portfolio MF Closed and MF Open (SPDW)
Wisdomtree U S MF Closed and MF Open (DLN)
Goldman Sachs MF Closed and MF Open (GSLC)
New York Life MF Closed and MF Open (MMIT)
Wisdomtree U S MF Closed and MF Open (DON)
Ishares Core MF Closed and MF Open (IVV)
Goldman Sachs MF Closed and MF Open (GSIE)
Invesco Large MF Closed and MF Open (PWV)
Vanguard Growth MF Closed and MF Open (VUG)
Jp Morgan MF Closed and MF Open (JMUB)
Vaneck Natural MF Closed and MF Open (HAP)
Ishares Morningstar MF Closed and MF Open (IMCG)
Spdr Portfolio MF Closed and MF Open (SPTM)
Hartford Schroders MF Closed and MF Open (HTAB)

View all positions for IAG Wealth Partners

Top funds holding iShares Morningstar Mid Growth Idx

LPL Financial
Morgan Stanley
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