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iShares Morningstar Mid Growth Idx shares owned by McClarren Financial Advisors

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

Historical chart of McClarren Financial Advisors 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 McClarren Financial Advisors 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 McClarren Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $57k 887 64.26
2023-09-30 $50k 881 56.75
2023-06-30 $53k 881 60.16
2023-03-31 $50k 880 56.82
2022-12-31 $47k 878 53.53
2022-09-30 $44k 875 50.29
2022-03-31 $56k 871 64.29
2021-12-31 $64k 871 73.48
2021-09-30 $59k 869 67.89
2021-06-30 $59k 868 67.97
2021-03-31 $55k 145 379.31
2020-12-31 $55k 144 381.94

More positions owned by McClarren Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard World Mega Cap Index (MGC)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Msci Kld400 Soc (DSI)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for McClarren Financial Advisors

Top funds holding iShares Morningstar Mid Growth Idx

Assetmark
Raymond James Financial Services Advisors
Creative Financial Designs
Commonwealth Equity Services
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Orgel Wealth Management
H D Vest Advisory Services
Advisor Group Holdings
Forte Capital
Cornerstone Planning Group
Cosner Financial Group
Rodgers & Associates
Mariner Wealth Advisors

View all funds holding iShares Morningstar Mid Growth Idx