Michels Family Financial »

iShares Morningstar Mid Growth Idx shares owned by Michels Family Financial

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

Historical chart of Michels Family Financial 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 Michels Family Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Michels Family Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $676k 8.2k 82.73
2025-06-30 $674k 8.4k 80.23
2025-03-31 $608k 8.5k 71.43
2024-12-31 $645k 8.5k 75.53

More positions owned by Michels Family Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Exxon Mobil Corporation (XOM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfli High Yld (SPHY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ultra Short Dur (ICSH)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)
Meta Platforms Cl A (META)

View all positions for Michels Family Financial

Top funds holding iShares Morningstar Mid Growth Idx

Vantagepoint Investment Advisers
LPL Financial
Ameriprise Financial
Morgan Stanley
Raymond James Financial
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Nelson, Van Denburg & Campbell Wealth Management
Commonwealth Equity Services
H D Vest Advisory Services
Advisor Group Holdings
UBS Group
Wells Fargo & Company
Victory Financial Group
Rockport Wealth

View all funds holding iShares Morningstar Mid Growth Idx