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iShares Morningstar Mid Growth Idx shares owned by PFS Partners

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

Historical chart of PFS Partners 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 PFS Partners 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 PFS Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.2M 92k 67.75
2024-03-31 $6.4M 90k 70.68
2023-12-31 $5.7M 88k 64.45

More positions owned by PFS Partners

Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Ishares Tr Core Div Grwth (DGRO)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
American Intl Group Com New (AIG)
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Select Sector Spdr Tr Financial (XLF)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
HEICO Corporation (HEI)

View all positions for PFS Partners

Top funds holding iShares Morningstar Mid Growth Idx

Morgan Stanley
LPL Financial
Ameriprise Financial
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Commonwealth Equity Services
Nelson, Van Denburg & Campbell Wealth Management
H D Vest Advisory Services
Wells Fargo & Company
Royal Bank of Canada
Orgel Wealth Management
Creative Financial Designs
Cornerstone Planning Group
Mariner Wealth Advisors
Cosner Financial Group

View all funds holding iShares Morningstar Mid Growth Idx