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
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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 |
|---|---|---|---|
| 2025-09-30 | $4.4M | 53k | 82.73 |
| 2025-06-30 | $4.2M | 52k | 80.23 |
| 2025-03-31 | $3.8M | 53k | 71.43 |
| 2024-12-31 | $3.8M | 50k | 75.53 |
| 2024-09-30 | $3.4M | 47k | 72.97 |
| 2024-06-30 | $2.9M | 44k | 67.75 |
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