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iShares Morningstar Mid Growth Idx shares owned by Means Investment

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

Historical chart of Means Investment 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 Means Investment 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 Means Investment

Quarter filed Position value Share count Share price at filing
2024-12-31 $418k 5.5k 75.53
2024-09-30 $336k 4.6k 72.97
2024-06-30 $291k 4.3k 67.75
2024-03-31 $311k 4.4k 70.67
2023-12-31 $267k 4.1k 64.44

More positions owned by Means Investment

Apple (AAPL)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Val Etf (MGV)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
salesforce (CRM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Means Investment

Top funds holding iShares Morningstar Mid Growth Idx

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

View all funds holding iShares Morningstar Mid Growth Idx