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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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $738k 11k 70.27

More positions owned by Rockport Wealth

Invsc Qqq Trust Srs 1 Etf Iv Unit Ser 1 (QQQ)
Intuitive Surgical Com New (ISRG)
Microsoft Corporation (MSFT)
Proshares Vix Short Termfutures Etf Vix Sh Trm Futrs (VIXY)
Proshares Tr S&p 500 Aristocrats Etf S&p 500 Dv Arist (NOBL)
Select Sector Spdr Fd Health Care Sbi Healthcare (XLV)
Capital Group Core Balanced Etf SHS (CGBL)
Rh Hedged Multi-asset Income Etf Adaptive Hdgd Mu (AMAX)
Wisdomtree Tr Largecap Divid Us Largecap Divd (DLN)
J P Morgan Exchange-traded Equity Premium (JEPI)
Ishares Russell Top 200 Growth Etf Rus Tp200 Gr Etf (IWY)
Energy Select Sector Spdr Fund Energy (XLE)
Consumer Staples Spdr Sbi Cons Stpls (XLP)
Amplify High Income Etf Etp High Income (YYY)
Ishares Core S&p Small-cap Etf Core S&p Scp Etf (IJR)

View all positions for Rockport Wealth

Top funds holding iShares Morningstar Mid Growth Idx

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

View all funds holding iShares Morningstar Mid Growth Idx