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iShares Morningstar Mid Growth Idx shares owned by Ponta Wealth Partners

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

Historical chart of Ponta Wealth 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 Ponta Wealth 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 Ponta Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $770k 9.8k 78.77

More positions owned by Ponta Wealth Partners

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Us Equity Market (DFUS)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Visa Com Cl A (V)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Ponta Wealth Partners

Top funds holding iShares Morningstar Mid Growth Idx

Vantagepoint Investment Advisers
LPL Financial
Morgan Stanley
Raymond James Financial
Cetera Investment Advisers
Ameriprise Financial
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Bank of America Corporation
Mariner Wealth Advisors
Advisor Group Holdings
UBS Group
Nelson, Van Denburg & Campbell Wealth Management
Victory Financial Group
Wells Fargo & Company

View all funds holding iShares Morningstar Mid Growth Idx