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iShares Morningstar Mid Growth Idx shares owned by Summit Asset Management

Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Summit Asset Management from 13F filings

Historical chart of Summit Asset Management 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 Summit Asset Management 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 Summit Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.9M 61k 64.45
2023-09-30 $3.5M 62k 57.13
2023-06-30 $3.8M 63k 60.94
2023-03-31 $3.7M 64k 57.56
2022-12-31 $3.5M 65k 53.88
2022-09-30 $3.3M 66k 50.38
2022-06-30 $3.4M 66k 51.94
2022-03-31 $4.4M 68k 64.28
2021-12-31 $5.1M 69k 73.23
2021-09-30 $4.9M 72k 68.88
2021-06-30 $5.1M 74k 68.88
2021-03-31 $4.8M 13k 378.14
2020-12-31 $5.0M 13k 382.48
2020-09-30 $4.3M 13k 320.49
2020-06-30 $4.0M 14k 293.17
2020-03-31 $3.0M 14k 218.12
2019-12-31 $3.8M 14k 262.97
2019-09-30 $3.5M 14k 243.44
2019-06-30 $3.6M 14k 251.56
2019-03-31 $3.4M 14k 235.29
2018-12-31 $2.9M 15k 194.41
2018-09-30 $3.8M 16k 235.71
2018-06-30 $3.8M 17k 218.87
2018-03-31 $3.9M 19k 209.42
2017-12-31 $3.8M 19k 202.46
2017-09-30 $3.8M 20k 189.66
2017-06-30 $3.7M 20k 182.92
2017-03-31 $3.6M 21k 173.94
2016-12-31 $3.4M 21k 162.02
2016-09-30 $6.1M 38k 162.87
2016-06-30 $6.0M 38k 155.97
2016-03-31 $7.6M 50k 152.18
2015-12-31 $8.0M 52k 154.56
2015-09-30 $8.4M 56k 149.88
2015-06-30 $9.3M 56k 164.60
2015-03-31 $9.7M 58k 166.99
2014-12-31 $9.6M 61k 156.55
2014-09-30 $9.1M 62k 147.68
2014-06-30 $9.3M 62k 149.90
2014-03-31 $9.0M 62k 144.97
2013-12-31 $9.1M 64k 142.62
2013-09-30 $8.8M 66k 132.99
2013-06-30 $8.5M 70k 120.61
2012-12-31 $7.8M 73k 106.96
2012-09-30 $8.3M 78k 106.45
2012-06-30 $8.2M 82k 101.02
2012-03-31 $8.8M 81k 107.55
2011-12-31 $7.9M 85k 93.33
2011-09-30 $7.9M 91k 87.08
2011-06-30 $9.9M 92k 107.25

More positions owned by Summit Asset Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Internl Divid (SCHY)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)

View all positions for Summit Asset Management

Top funds holding iShares Morningstar Mid Growth Idx

Assetmark
Creative Financial Designs
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Commonwealth Equity Services
UBS Group
Wells Fargo & Company
Orgel Wealth Management
Royal Bank of Canada
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