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iShares Morningstar Mid Growth Idx shares owned by Marmo Financial Group

Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Marmo Financial Group from 13F filings

Historical chart of Marmo Financial Group 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 Marmo Financial Group 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 Marmo Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.7M 119k 72.97
2024-06-30 $14M 207k 67.75
2024-03-31 $15M 208k 70.68
2023-12-31 $13M 199k 64.43
2023-09-30 $12M 204k 57.13
2023-06-30 $13M 206k 60.94
2023-03-31 $11M 195k 57.56

More positions owned by Marmo Financial Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard World Financials Etf (VFH)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Marmo Financial Group

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