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iShares Morningstar Mid Growth Idx shares owned by Ibex Wealth Advisors

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

Historical chart of Ibex Wealth Advisors 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 Ibex Wealth Advisors 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 Ibex Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $989k 12k 82.73
2025-06-30 $951k 12k 80.23
2025-03-31 $1.5M 20k 71.43
2024-12-31 $1.7M 22k 75.53

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Microsoft Corp Common Stock (MSFT)
Applovin Corp Common Stock (APP)
Apple Common Stock (AAPL)
Williams Cos Common Stock (WMB)
Amazon Common Stock (AMZN)
Jackson Financial Common Stock (JXN)
At&t Common Stock (T)
Meta Platforms Common Stock (META)
U S Treasury MF Closed and MF Open (TBIL)
Vertiv Holdings Common Stock (VRT)
Alphabet Common Stock (GOOGL)
Abbvie Common Stock (ABBV)

View all positions for Ibex Wealth Advisors

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