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iShares Morningstar Mid Growth Idx shares owned by Richards, Merrill & Peterson

Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Richards, Merrill & Peterson from 13F filings

Historical chart of Richards, Merrill & Peterson investment in iShares Morningstar Mid Growth Idx

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All positions including iShares Morningstar Mid Growth Idx held by Richards, Merrill & Peterson 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 Richards, Merrill & Peterson

Quarter filed Position value Share count Share price at filing
2025-12-31 $41k 510 79.84
2025-03-31 $36k 510 71.43

More positions owned by Richards, Merrill & Peterson

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Chevron Corporation (CVX)
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JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Raytheon Technologies Corp (RTX)
Home Depot (HD)

View all positions for Richards, Merrill & Peterson

Top funds holding iShares Morningstar Mid Growth Idx

Vantagepoint Investment Advisers
LPL Financial
Ameriprise Financial
Raymond James Financial
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Nelson, Van Denburg & Campbell Wealth Management
Commonwealth Equity Services
Advisor Group Holdings
Mariner Wealth Advisors
UBS Group
Victory Financial Group
Wells Fargo & Company
Rockport Wealth
Cornerstone Planning Group

View all funds holding iShares Morningstar Mid Growth Idx