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iShares Morningstar Mid Growth Idx shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts 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 Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-12-31 $262k 3.5k 75.53
2024-09-30 $234k 3.2k 72.97
2024-06-30 $20M 219k 92.94
2024-03-31 $239k 3.4k 70.68

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View all positions for Strategic Financial Concepts

Top funds holding iShares Morningstar Mid Growth Idx

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

View all funds holding iShares Morningstar Mid Growth Idx