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iShares Morningstar Mid Growth Idx shares owned by Lifetime Wealth Management P.C.

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

Historical chart of Lifetime Wealth Management P.C. investment in iShares Morningstar Mid Growth Idx

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All positions including iShares Morningstar Mid Growth Idx held by Lifetime Wealth Management P.C. 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 Lifetime Wealth Management P.C.

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 113 19669.05

More positions owned by Lifetime Wealth Management P.C.

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Vaneck Etf Trust Gold Miners Etf (GDX)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Ge Aerospace Com New (GE)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Vanguard Index Fds Growth Etf (VUG)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Lifetime Wealth Management P.C.

Top funds holding iShares Morningstar Mid Growth Idx

Vantagepoint Investment Advisers
LPL Financial
Raymond James Financial
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Ameriprise Financial
Nelson, Van Denburg & Campbell Wealth Management
Commonwealth Equity Services
Advisor Group Holdings
Mariner Wealth Advisors
UBS Group
Victory Financial Group
Wells Fargo & Company
Rockport Wealth
Cornerstone Planning Group

View all funds holding iShares Morningstar Mid Growth Idx