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iShares Morningstar Mid Growth Idx shares owned by Ipsen Advisor Group

Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Ipsen Advisor Group from 13F filings

Historical chart of Ipsen Advisor Group 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 Ipsen Advisor Group 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 Ipsen Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.5M 79k 82.73
2025-06-30 $6.3M 79k 80.23
2025-03-31 $5.5M 77k 71.43
2024-12-31 $5.8M 76k 75.53
2022-12-31 $3.5M 65k 53.88

More positions owned by Ipsen Advisor Group

Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Mrgstr Md Cp Val (IMCV)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ishares Tr MRGSTR SM CP GR (ISCG)
Flowers Foods (FLO)
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Eafe Smcp (HSCZ)
Ishares Tr Mrning Sm Cp Etf (ISCV)
Ishares Gold Tr Ishares New (IAU)
Apple (AAPL)
Global X Fds Global X Copper (COPX)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for Ipsen Advisor Group

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