iShares Morningstar Mid Growth Idx shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in iShares Morningstar Mid Growth Idx
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Quarterly reported holdings in iShares Morningstar Mid Growth Idx by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $23M | 289k | 78.77 |
| 2025-12-31 | $22M | 273k | 79.84 |
| 2025-06-30 | $21M | 256k | 80.23 |
| 2025-03-31 | $13M | 185k | 71.43 |
| 2024-12-31 | $12M | 163k | 75.53 |
| 2024-09-30 | $12k | 158 | 72.87 |
| 2024-06-30 | $11k | 157 | 67.92 |
| 2024-03-31 | $11k | 157 | 70.75 |
| 2023-12-31 | $10k | 157 | 64.39 |
| 2023-09-30 | $8.9k | 156 | 57.13 |
| 2018-09-30 | $6.0k | 24 | 250.00 |
| 2018-06-30 | $5.0k | 24 | 208.33 |
| 2018-03-31 | $5.0k | 24 | 208.33 |
| 2017-12-31 | $4.0k | 24 | 166.67 |
| 2017-09-30 | $4.0k | 24 | 166.67 |
| 2017-06-30 | $4.0k | 24 | 166.67 |
| 2017-03-31 | $4.0k | 24 | 166.67 |
| 2016-12-31 | $4.0k | 24 | 166.67 |
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