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iShares Morningstar Mid Growth Idx shares owned by Scott Capital Advisors

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

Historical chart of Scott Capital Advisors 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 Scott Capital Advisors 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 Scott Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 150k 69.94
2023-12-31 $9.4M 146k 64.45
2023-09-30 $8.4M 146k 57.65
2023-06-30 $7.4M 121k 60.94
2023-03-31 $6.4M 112k 57.56
2022-12-31 $3.1M 57k 53.88
2022-09-30 $234k 4.7k 50.32
2022-06-30 $218k 4.2k 52.03
2022-03-31 $335k 5.2k 64.21
2021-12-31 $344k 4.7k 73.29

More positions owned by Scott Capital Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Intermed Term (BIV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Scott Capital Advisors

Top funds holding iShares Morningstar Mid Growth Idx

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
Mariner Wealth Advisors

View all funds holding iShares Morningstar Mid Growth Idx