iShares Morningstar Mid Growth Idx shares owned by IFP Advisors
Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors investment in iShares Morningstar Mid Growth Idx
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All positions including iShares Morningstar Mid Growth Idx held by IFP Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Morningstar Mid Growth Idx by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $550k | 6.6k | 82.73 |
| 2025-06-30 | $514k | 6.4k | 80.23 |
| 2025-03-31 | $1.2M | 17k | 71.43 |
| 2024-12-31 | $1.4M | 19k | 75.53 |
| 2024-09-30 | $311k | 4.3k | 72.97 |
| 2024-06-30 | $350k | 5.2k | 67.75 |
| 2024-03-31 | $365k | 5.2k | 70.68 |
| 2023-12-31 | $322k | 5.0k | 64.45 |
| 2023-09-30 | $958k | 17k | 57.12 |
| 2023-06-30 | $941k | 15k | 60.93 |
| 2023-03-31 | $3.2M | 15k | 217.89 |
| 2022-12-31 | $3.6M | 16k | 217.83 |
| 2022-09-30 | $4.0M | 18k | 217.81 |
| 2022-06-30 | $3.8M | 17k | 217.82 |
| 2022-03-31 | $3.4M | 16k | 217.86 |
| 2021-12-31 | $692k | 9.4k | 73.27 |
| 2021-09-30 | $638k | 9.3k | 68.97 |
| 2021-06-30 | $429k | 6.3k | 68.64 |
| 2021-03-31 | $335k | 884 | 378.96 |
| 2020-12-31 | $559k | 1.5k | 382.35 |
| 2020-09-30 | $355k | 1.1k | 320.69 |
| 2020-06-30 | $82k | 283 | 289.75 |
| 2020-03-31 | $55k | 249 | 220.88 |
| 2018-12-31 | $16k | 84 | 190.48 |
| 2018-09-30 | $19k | 79 | 240.51 |
| 2018-06-30 | $17k | 79 | 215.19 |
| 2018-03-31 | $17k | 79 | 215.19 |
| 2017-12-31 | $16k | 79 | 202.53 |
| 2017-09-30 | $15k | 79 | 189.87 |
| 2017-06-30 | $14k | 79 | 177.22 |
| 2017-03-31 | $14k | 79 | 177.22 |
| 2016-12-31 | $9.0k | 55 | 163.64 |
| 2016-09-30 | $9.0k | 55 | 163.64 |
| 2016-03-31 | $7.0k | 44 | 159.09 |
| 2015-12-31 | $7.0k | 44 | 159.09 |
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