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iShares Morningstar Mid Growth Idx shares owned by Orgel Wealth Management

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

Historical chart of Orgel Wealth Management 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 Orgel Wealth Management 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 Orgel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $24M 338k 70.68
2023-12-31 $27M 414k 64.45
2023-09-30 $25M 429k 57.13
2023-06-30 $24M 397k 60.94
2023-03-31 $22M 388k 57.56
2022-12-31 $20M 373k 53.88
2022-09-30 $13M 248k 50.38
2022-06-30 $17M 322k 51.94

More positions owned by Orgel Wealth Management

Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Indexiq Active Etf Tr Iq Mackay Insred (MMIN)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Fidelity Covington Trust Qlty Fctor Etf (FQAL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Orgel Wealth Management

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