iShares Morningstar Mid Growth Idx shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in iShares Morningstar Mid Growth Idx
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Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.5M | 91k | 82.73 |
| 2025-06-30 | $7.6M | 95k | 80.23 |
| 2025-03-31 | $6.3M | 89k | 71.43 |
| 2024-12-31 | $6.6M | 88k | 75.53 |
| 2024-09-30 | $6.3M | 86k | 72.97 |
| 2024-06-30 | $7.4M | 110k | 67.75 |
| 2024-03-31 | $7.6M | 107k | 70.68 |
| 2023-12-31 | $6.4M | 99k | 64.45 |
| 2023-09-30 | $1.2M | 21k | 57.13 |
| 2023-06-30 | $1.2M | 19k | 60.94 |
| 2023-03-31 | $1.1M | 19k | 57.56 |
| 2022-12-31 | $1.0M | 19k | 53.88 |
| 2022-09-30 | $976k | 19k | 50.36 |
| 2022-06-30 | $1.1M | 21k | 51.95 |
| 2022-03-31 | $1.9M | 30k | 64.29 |
| 2021-12-31 | $2.2M | 31k | 73.23 |
| 2021-09-30 | $989k | 14k | 68.87 |
| 2021-03-31 | $601k | 1.6k | 378.15 |
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