Journey Advisory Group »

iShares Morningstar Mid Growth Idx shares owned by Journey Advisory Group

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

Historical chart of Journey Advisory 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 Journey Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Journey Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $283k 4.4k 64.45
2023-09-30 $251k 4.4k 57.13
2023-06-30 $267k 4.4k 60.94
2023-03-31 $252k 4.4k 57.56
2022-12-31 $236k 4.4k 53.88
2022-09-30 $221k 4.4k 50.40
2022-06-30 $253k 4.4k 57.70

More positions owned by Journey Advisory Group

Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Microsoft Corporation (MSFT)
Procter & Gamble Company (PG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Min Vol (USMV)
Eli Lilly & Co. (LLY)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Core Div Grwth (DGRO)
JPMorgan Chase & Co. (JPM)

View all positions for Journey Advisory Group

Top funds holding iShares Morningstar Mid Growth Idx

Assetmark
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
Forte Capital
Cornerstone Planning Group
Cosner Financial Group
Rodgers & Associates

View all funds holding iShares Morningstar Mid Growth Idx