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iShares Morningstar Mid Growth Idx shares owned by Roman Butler Fullerton & Co

Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Roman Butler Fullerton & Co from 13F filings

Historical chart of Roman Butler Fullerton & Co investment in iShares Morningstar Mid Growth Idx

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All positions including iShares Morningstar Mid Growth Idx held by Roman Butler Fullerton & Co 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 Roman Butler Fullerton & Co

Quarter filed Position value Share count Share price at filing
2024-03-31 $228k 3.5k 65.96
2023-12-31 $223k 348 640.52

More positions owned by Roman Butler Fullerton & Co

Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Mastercard Incorporated Cl A (MA)
Eli Lilly & Co. (LLY)
Vanguard Specialized Funds Div App Etf (VIG)
Meta Platforms Cl A (META)
Cigna Corp (CI)
Alphabet Cap Stk Cl C (GOOG)
Proshares Tr S&p 500 Dv Arist (NOBL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Procter & Gamble Company (PG)
Wal-Mart Stores (WMT)

View all positions for Roman Butler Fullerton & Co

Top funds holding iShares Morningstar Mid Growth Idx

Assetmark
Raymond James Financial Services Advisors
Commonwealth Equity Services
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Nelson, Van Denburg & Campbell Wealth Management
Orgel Wealth Management
H D Vest Advisory Services
Advisor Group Holdings
Creative Financial Designs
Forte Capital
Cornerstone Planning Group
Cosner Financial Group
Rodgers & Associates

View all funds holding iShares Morningstar Mid Growth Idx