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iShares Morningstar Mid Growth Idx shares owned by Interchange Capital Partners

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

Historical chart of Interchange Capital 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 Interchange Capital 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 Interchange Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $222k 3.4k 64.45
2023-06-30 $210k 3.4k 60.94
2022-03-31 $244k 3.8k 64.04
2021-12-31 $278k 3.8k 73.06
2021-03-31 $239k 317 753.94
2020-12-31 $242k 634 381.70

More positions owned by Interchange Capital Partners

Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Value (VLUE)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Amazon (AMZN)
Ishares Msci Eurzone Etf (EZU)

View all positions for Interchange Capital Partners

Top funds holding iShares Morningstar Mid Growth Idx

Raymond James Financial Services Advisors
Commonwealth Equity Services
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Nelson, Van Denburg & Campbell Wealth Management
Orgel Wealth Management
H D Vest Advisory Services
Advisor Group Holdings
Creative Financial Designs
Cornerstone Planning Group
Forte Capital
Cosner Financial Group
Rodgers & Associates
Mariner Wealth Advisors

View all funds holding iShares Morningstar Mid Growth Idx