Rockport Wealth »

iShares Morningstar Mid Growth Idx shares owned by Rockport Wealth

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

Historical chart of Rockport Wealth 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 Rockport Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Rockport Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $33M 404k 82.73
2025-06-30 $33M 405k 80.23
2024-12-31 $693k 9.5k 72.91
2024-09-30 $577k 7.9k 72.97
2024-06-30 $695k 10k 67.75
2024-03-31 $738k 11k 70.27

More positions owned by Rockport Wealth

First Tr Exchange-traded SHS (FDL)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Intuitive Surgical Com New (ISRG)
Ea Series Trust Strive Enhanced (BUXX)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Apple (AAPL)
Vaneck Etf Trust Uranium And Nucl (NLR)
NVIDIA Corporation (NVDA)
Ishares Tr MRGSTR SM CP GR (ISCG)
Amazon (AMZN)
First Tr Exchange Traded Hlth Care Alph (FXH)
Celestica (CLS)
Netflix (NFLX)

View all positions for Rockport Wealth

Top funds holding iShares Morningstar Mid Growth Idx

Vantagepoint Investment Advisers
LPL Financial
Ameriprise Financial
Morgan Stanley
Raymond James Financial
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Nelson, Van Denburg & Campbell Wealth Management
Commonwealth Equity Services
H D Vest Advisory Services
Advisor Group Holdings
UBS Group
Wells Fargo & Company
Victory Financial Group
Rockport Wealth

View all funds holding iShares Morningstar Mid Growth Idx