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iShares Morningstar Mid Growth Idx shares owned by Rdl Financial

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

Historical chart of Rdl Financial 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 Rdl Financial 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 Rdl Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5M 74k 60.94
2024-06-30 $4.8M 71k 67.75
2024-03-31 $4.5M 74k 60.94
2023-12-31 $4.5M 74k 60.94
2023-09-30 $4.3M 75k 57.13
2023-06-30 $4.2M 73k 57.11
2023-03-31 $4.1M 70k 57.56
2022-12-31 $4.0M 74k 53.88

More positions owned by Rdl Financial

Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Msci Acwi Exus (HAWX)
Ishares Tr Msci Usa Value (VLUE)
Apple (AAPL)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr 1 3 Yr Treas Bd (SHY)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Visa Com Cl A (V)
Mastercard Incorporated Cl A (MA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ibonds Dec24 Etf (IBDP)
First Tr Exchange-traded Risng Divd Achiv (RDVY)

View all positions for Rdl Financial

Top funds holding iShares Morningstar Mid Growth Idx

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

View all funds holding iShares Morningstar Mid Growth Idx