iShares Morningstar Mid Growth Idx shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in iShares Morningstar Mid Growth Idx
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Quarterly reported holdings in iShares Morningstar Mid Growth Idx by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $984k | 12k | 82.73 |
| 2025-06-30 | $903k | 11k | 80.23 |
| 2024-12-31 | $763k | 10k | 75.54 |
| 2024-09-30 | $667k | 9.1k | 72.97 |
| 2024-06-30 | $628k | 9.3k | 67.75 |
| 2024-03-31 | $681k | 9.6k | 70.68 |
| 2023-12-31 | $536k | 8.3k | 64.45 |
| 2023-09-30 | $458k | 8.0k | 57.13 |
| 2023-06-30 | $543k | 8.9k | 60.94 |
| 2023-03-31 | $498k | 8.7k | 57.56 |
| 2022-12-31 | $589k | 11k | 53.88 |
| 2022-09-30 | $538k | 11k | 50.37 |
| 2022-06-30 | $797k | 15k | 51.97 |
| 2022-03-31 | $1.5M | 24k | 64.28 |
| 2021-12-31 | $3.9M | 53k | 73.24 |
| 2021-06-30 | $2.8M | 40k | 68.89 |
| 2021-03-31 | $2.5M | 6.7k | 378.08 |
| 2020-12-31 | $1.6M | 4.2k | 382.38 |
| 2020-09-30 | $1.6M | 4.9k | 320.34 |
| 2019-12-31 | $1.6M | 6.3k | 262.92 |
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