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iShares Morningstar Mid Growth Idx shares owned by Kingsview Wealth Management

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

Historical chart of Kingsview Wealth Management 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 Kingsview Wealth Management 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 Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $969k 15k 64.45
2023-09-30 $582k 10k 57.13
2023-06-30 $442k 7.3k 60.94
2023-03-31 $241k 4.2k 57.56
2022-03-31 $703k 11k 64.28
2021-12-31 $881k 12k 73.26
2021-09-30 $836k 12k 68.85
2021-06-30 $794k 12k 69.31
2021-03-31 $233k 607 383.86

More positions owned by Kingsview Wealth Management

Apple (AAPL)
Northern Lts Fd Tr Iv Monarch Procap (MPRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Northern Lts Fd Tr Iv Monarch Ambasadr (MAMB)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Innovator Etfs Tr Defined Wlt Shld (BALT)
Innovator Etfs Tr Laderd Alctn Pwr (BUFF)

View all positions for Kingsview Wealth Management

Top funds holding iShares Morningstar Mid Growth Idx

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
Cornerstone Planning Group
Forte Capital
Cosner Financial Group
Rodgers & Associates
Mariner Wealth Advisors

View all funds holding iShares Morningstar Mid Growth Idx