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iShares Morningstar Mid Growth Idx shares owned by Silver Oak Wealth Advisors Services

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

Historical chart of Silver Oak Wealth Advisors Services 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 Wealth Advisors Services 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 Wealth Advisors Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.1M 86k 82.73
2025-06-30 $6.7M 84k 80.23
2025-03-31 $7.3M 102k 71.43
2024-12-31 $7.7M 102k 75.53

More positions owned by Silver Oak Wealth Advisors Services

Vanguard Malvern Fds Strm Infproidx (VTIP)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Vanguard World Esg Us Stk Etf (ESGV)
Dimensional Etf Trust Us High Profitab (DUHP)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ishares Tr Calif Mun Bd Etf (CMF)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr 0-5 Yr Tips Etf (STIP)

View all positions for Silver Oak Wealth Advisors Services

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