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iShares Morningstar Mid Growth Idx shares owned by TAGStone Capital

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

Historical chart of TAGStone Capital 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 TAGStone Capital 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 TAGStone Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $267k 3.7k 73.07
2024-06-30 $246k 3.6k 67.73
2024-03-31 $256k 3.6k 70.54
2023-12-31 $228k 3.5k 64.57

More positions owned by TAGStone Capital

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Costco Wholesale Corporation (COST)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Johnson & Johnson (JNJ)

View all positions for TAGStone Capital

Top funds holding iShares Morningstar Mid Growth Idx

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

View all funds holding iShares Morningstar Mid Growth Idx