iShares Morningstar Mid Growth Idx shares owned by James J. Burns & Company
Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by James J. Burns & Company
from 13F filings
Historical chart of James J. Burns & Company investment in iShares Morningstar Mid Growth Idx
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Quarterly reported holdings in iShares Morningstar Mid Growth Idx by James J. Burns & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 40k | 82.73 |
| 2025-06-30 | $2.7M | 34k | 80.23 |
| 2025-03-31 | $1.0M | 14k | 71.43 |
| 2024-12-31 | $1.1M | 14k | 75.53 |
| 2024-09-30 | $996k | 14k | 72.98 |
| 2024-06-30 | $928k | 14k | 67.80 |
| 2024-03-31 | $605k | 8.7k | 69.52 |
| 2023-09-30 | $1.1M | 19k | 57.11 |
| 2023-06-30 | $1.5M | 25k | 60.92 |
| 2023-03-31 | $2.8M | 48k | 57.56 |
| 2022-12-31 | $2.3M | 43k | 53.87 |
| 2022-09-30 | $2.2M | 43k | 50.37 |
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