iShares Morningstar Mid Growth Idx shares owned by Private Advisor
Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in iShares Morningstar Mid Growth Idx
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Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.7M | 105k | 72.97 |
| 2024-06-30 | $6.6M | 98k | 67.76 |
| 2024-03-31 | $6.2M | 88k | 70.67 |
| 2023-12-31 | $4.8M | 75k | 64.45 |
| 2023-09-30 | $3.0M | 53k | 57.13 |
| 2023-06-30 | $2.6M | 43k | 62.20 |
| 2023-03-31 | $2.0M | 35k | 57.56 |
| 2022-12-31 | $972k | 34k | 28.66 |
| 2022-09-30 | $799k | 16k | 50.38 |
| 2022-06-30 | $834k | 16k | 51.97 |
| 2022-03-31 | $899k | 12k | 73.23 |
| 2021-12-31 | $899k | 12k | 73.23 |
| 2021-09-30 | $1.1M | 16k | 68.90 |
| 2021-06-30 | $3.3M | 48k | 68.89 |
| 2021-03-31 | $8.1M | 22k | 378.17 |
| 2020-12-31 | $13M | 33k | 382.48 |
| 2020-09-30 | $8.3M | 26k | 320.43 |
| 2020-06-30 | $339k | 1.2k | 293.00 |
| 2020-03-31 | $207k | 949 | 218.12 |
| 2019-12-31 | $6.1M | 23k | 263.00 |
| 2019-09-30 | $5.1M | 21k | 243.42 |
| 2019-06-30 | $5.1M | 20k | 251.55 |
| 2019-03-31 | $4.6M | 20k | 235.29 |
| 2018-09-30 | $282k | 1.2k | 235.59 |
| 2017-09-30 | $247k | 1.3k | 192.37 |
| 2017-06-30 | $234k | 1.3k | 182.24 |
| 2017-03-31 | $223k | 1.3k | 173.68 |
| 2016-12-31 | $212k | 1.3k | 166.01 |
| 2014-09-30 | $69k | 469 | 147.12 |
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