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iShares Morningstar Mid Growth Idx shares owned by Mutual Advisors

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

Historical chart of Mutual 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 Mutual 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 Mutual Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $553k 8.6k 64.45
2023-09-30 $496k 8.7k 57.13
2023-06-30 $499k 8.2k 60.94
2023-03-31 $403k 7.0k 57.56
2022-12-31 $390k 7.2k 53.88
2022-09-30 $333k 6.6k 50.34
2022-06-30 $333k 6.4k 51.99
2022-03-31 $457k 7.1k 64.23

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Top funds holding iShares Morningstar Mid Growth Idx

Assetmark
Creative Financial Designs
Raymond James Financial Services Advisors
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
Cambridge Investment Research Advisors

View all funds holding iShares Morningstar Mid Growth Idx