Jim Saulnier & Associates »

iShares Morningstar Mid Growth Idx shares owned by Jim Saulnier & Associates

Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Jim Saulnier & Associates from 13F filings

Historical chart of Jim Saulnier & Associates 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 Jim Saulnier & Associates 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 Jim Saulnier & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 17k 72.97

More positions owned by Jim Saulnier & Associates

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Grwt Allocat Etf (AOR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Aggres Alloc Etf (AOA)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Morningstar Valu (ILCV)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Morningstr Us Eq (ILCB)
Pgim Rock Etf Tr Pgim Us Larg Cap (PBJL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Pgim Rock Etf Tr Pgim Us Large Ca (PBMY)
Pgim Rock Etf Tr Pgim Us Larg Cap (PBJN)
Ishares Tr Mrgstr Md Cp Val (IMCV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Jim Saulnier & Associates

Top funds holding iShares Morningstar Mid Growth Idx

LPL Financial
Morgan Stanley
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company
Nelson, Van Denburg & Campbell Wealth Management
Commonwealth Equity Services
H D Vest Advisory Services
Wells Fargo & Company
Royal Bank of Canada
Orgel Wealth Management
Cornerstone Planning Group
Creative Financial Designs
Mariner Wealth Advisors
Bank of America Corporation
Advisor Group Holdings

View all funds holding iShares Morningstar Mid Growth Idx