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iShares Morningstar Mid Growth Idx shares owned by Swaine & Leidel Wealth Services

Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Swaine & Leidel Wealth Services from 13F filings

Historical chart of Swaine & Leidel Wealth Services investment in iShares Morningstar Mid Growth Idx

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All positions including iShares Morningstar Mid Growth Idx held by Swaine & Leidel Wealth Services 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 Swaine & Leidel Wealth Services

Quarter filed Position value Share count Share price at filing
2022-03-31 $2.6M 2.6k 1000.00
2021-03-31 $2.6M 7.0k 378.18

More positions owned by Swaine & Leidel Wealth Services

Wisdomtree Tr Emg Mkts Smcap (DGS)
UnitedHealth (UNH)
UGI Corporation (UGI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Abbvie (ABBV)
Texas Instruments Incorporated (TXN)
Lowe's Companies (LOW)
Johnson & Johnson (JNJ)
Ishares Msci Gbl Etf New (PICK)
Lockheed Martin Corporation (LMT)
Automatic Data Processing (ADP)
Qualcomm (QCOM)
Amgen (AMGN)
At&t (T)
Bristol Myers Squibb (BMY)

View all positions for Swaine & Leidel Wealth Services

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