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iShares Morningstar Mid Growth Idx shares owned by Pathstone Family Office

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

Historical chart of Pathstone Family Office 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 Pathstone Family Office 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 Pathstone Family Office

Quarter filed Position value Share count Share price at filing
2023-09-30 $646k 11k 57.13
2023-06-30 $585k 9.6k 60.94
2023-03-31 $553k 9.6k 57.56
2022-12-31 $517k 9.6k 53.88
2022-09-30 $484k 9.6k 50.38
2022-06-30 $499k 9.6k 51.94

More positions owned by Pathstone Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Pathstone Family Office

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