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iShares Morningstar Mid Growth Idx shares owned by Synergy Investment Management

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

Historical chart of Synergy Investment 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 Synergy Investment 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 Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $77k 980 78.77
2025-03-31 $70k 980 71.43
2024-12-31 $74k 980 75.53

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IVV)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPTI)
Ishares Core MF Closed and MF Open (IEMG)
Invesco S&p MF Closed and MF Open (SPHQ)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
State Street MF Closed and MF Open (SPTS)
Invesco S&p MF Closed and MF Open (SPMO)
Global X MF Closed and MF Open (AUSF)
First Trust MF Closed and MF Open (UCON)

View all positions for Synergy Investment Management

Top funds holding iShares Morningstar Mid Growth Idx

Vantagepoint Investment Advisers
LPL Financial
Morgan Stanley
Raymond James Financial
Cetera Investment Advisers
Ameriprise Financial
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Commonwealth Equity Services
Advisor Group Holdings
Mariner Wealth Advisors
UBS Group
Victory Financial Group
Wells Fargo & Company
Cornerstone Planning Group

View all funds holding iShares Morningstar Mid Growth Idx