iShares Morningstar Mid Growth Idx shares owned by Independent Financial Group
Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in iShares Morningstar Mid Growth Idx
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Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.2M | 15k | 78.77 |
| 2025-09-30 | $1.1M | 14k | 82.73 |
| 2025-06-30 | $950k | 12k | 80.23 |
| 2025-03-31 | $752k | 11k | 71.43 |
| 2024-12-31 | $813k | 11k | 75.53 |
| 2024-09-30 | $731k | 10k | 72.97 |
| 2024-06-30 | $691k | 10k | 67.75 |
| 2024-03-31 | $510k | 7.2k | 70.68 |
| 2023-12-31 | $425k | 6.6k | 64.45 |
| 2023-09-30 | $338k | 5.9k | 57.13 |
| 2023-06-30 | $368k | 6.0k | 60.94 |
| 2023-03-31 | $348k | 6.0k | 57.56 |
| 2022-12-31 | $325k | 6.0k | 53.88 |
| 2022-09-30 | $306k | 6.1k | 50.38 |
| 2022-06-30 | $315k | 6.1k | 51.94 |
| 2022-03-31 | $352k | 5.5k | 64.28 |
| 2021-12-31 | $401k | 5.5k | 73.24 |
| 2021-09-30 | $373k | 5.4k | 68.88 |
| 2021-06-30 | $543k | 7.9k | 68.89 |
| 2021-03-31 | $601k | 1.6k | 378.15 |
| 2020-12-31 | $607k | 1.6k | 382.48 |
| 2020-09-30 | $508k | 1.6k | 320.45 |
| 2020-06-30 | $376k | 1.3k | 293.20 |
| 2020-03-31 | $269k | 1.2k | 218.11 |
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