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iShares Morningstar Mid Growth Idx shares owned by Perissos Private Wealth Management

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

Historical chart of Perissos Private 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 Perissos Private 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 Perissos Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 19k 75.53
2024-09-30 $1.4M 19k 72.97
2024-06-30 $1.4M 20k 67.75

More positions owned by Perissos Private Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackstone Secd Lending Common Stock (BXSL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Ishares Tr Russell 2000 Etf (IWM)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Global Tech Etf (IXN)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Costco Wholesale Corporation (COST)

View all positions for Perissos Private Wealth Management

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