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iShares Morningstar Mid Growth Idx shares owned by Kellett Schaffner Wealth Advisors

Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Kellett Schaffner Wealth Advisors from 13F filings

Historical chart of Kellett Schaffner Wealth Advisors 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 Kellett Schaffner Wealth 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 Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.9M 44k 67.75

More positions owned by Kellett Schaffner Wealth Advisors

Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Procter & Gamble Company (PG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Kellett Schaffner Wealth Advisors

Top funds holding iShares Morningstar Mid Growth Idx

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

View all funds holding iShares Morningstar Mid Growth Idx