SMI Advisory Services »

iShares Morningstar Mid Growth Idx shares owned by SMI Advisory Services

Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by SMI Advisory Services from 13F filings

Historical chart of SMI Advisory 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 SMI Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Mid Growth Idx by SMI Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $332k 5.2k 63.56
2023-09-30 $296k 5.2k 56.72
2023-03-31 $378k 7.0k 53.88
2022-12-31 $540k 11k 50.38
2022-09-30 $540k 11k 50.35
2022-06-30 $908k 18k 51.92

More positions owned by SMI Advisory Services

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Tr Rus 1000 Grw Etf (IWF)
Innovator Etfs Trust GRWT100 PWR BF (NJAN)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Gold Tr Gold Shs (GLD)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Jpmorgan Usd Emg (EMB)

View all positions for SMI Advisory Services

Top funds holding iShares Morningstar Mid Growth Idx

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

View all funds holding iShares Morningstar Mid Growth Idx