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iShares Morningstar Mid Growth Idx shares owned by Silver Oak Securities

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

Historical chart of Silver Oak Securities 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 Silver Oak Securities 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 Silver Oak Securities

Quarter filed Position value Share count Share price at filing
2024-09-30 $888k 12k 72.91
2024-06-30 $508k 7.5k 67.75
2024-03-31 $492k 7.0k 70.68
2023-12-31 $668k 10k 64.45
2023-09-30 $366k 6.4k 57.13
2023-06-30 $349k 5.7k 60.85
2022-09-30 $366k 6.4k 57.13

More positions owned by Silver Oak Securities

First Tr Exchange-traded Cap Strength Etf (FTCS)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Lrge Cp Core Alpha Com Shs (FEX)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
First Tr Value Line Divid In SHS (FVD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)

View all positions for Silver Oak Securities

Top funds holding iShares Morningstar Mid Growth Idx

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

View all funds holding iShares Morningstar Mid Growth Idx