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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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All positions including iShares Morningstar Mid Growth Idx held by J.w. Cole Advisors 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 J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
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 39k 38.19
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