iShares Morningstar Mid Growth Idx shares owned by Lloyd Advisory Services
Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Lloyd Advisory Services
from 13F filings
Historical chart of Lloyd Advisory Services investment in iShares Morningstar Mid Growth Idx
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Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Lloyd Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.5M | 19k | 79.84 |
| 2025-06-30 | $1.4M | 18k | 80.23 |
| 2025-03-31 | $1.4M | 19k | 71.43 |
| 2022-03-31 | $63k | 979 | 64.35 |
| 2021-09-30 | $0 | 6 | 0.00 |
| 2021-06-30 | $0 | 6 | 0.00 |
| 2021-03-31 | $1.0k | 2 | 500.00 |
| 2020-12-31 | $2.5M | 6.4k | 382.49 |
| 2019-12-31 | $364k | 1.4k | 263.39 |
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