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iShares Morningstar Mid Growth Idx shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co 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 Wealth Group Llc / Co 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 Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.6M 32k 79.84
2025-06-30 $3.0M 37k 80.23

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding iShares Morningstar Mid Growth Idx

Vantagepoint Investment Advisers
LPL Financial
Raymond James Financial
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Ameriprise Financial
Nelson, Van Denburg & Campbell Wealth Management
Commonwealth Equity Services
Advisor Group Holdings
Mariner Wealth Advisors
UBS Group
Victory Financial Group
Wells Fargo & Company
Rockport Wealth
Cornerstone Planning Group

View all funds holding iShares Morningstar Mid Growth Idx