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iShares Morningstar Mid Growth Idx shares owned by KPP Advisory Services

Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by KPP Advisory Services from 13F filings

Historical chart of KPP Advisory Services 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 KPP Advisory Services 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 KPP Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $610k 8.4k 72.97
2024-06-30 $475k 7.0k 67.75

More positions owned by KPP Advisory Services

Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Apple (AAPL)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)
Pacer Fds Tr Pacer Us Small (CALF)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Amazon (AMZN)
Proshares Tr S&p 500 Dv Arist (NOBL)
Tesla Motors (TSLA)
Dimensional Etf Trust Us Equity Market (DFUS)

View all positions for KPP Advisory Services

Top funds holding iShares Morningstar Mid Growth Idx

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

View all funds holding iShares Morningstar Mid Growth Idx