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iShares Morningstar Mid Growth Idx shares owned by Tandem Financial

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

Historical chart of Tandem Financial 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 Tandem Financial 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 Tandem Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.8M 94k 82.73
2025-06-30 $7.2M 89k 80.23
2025-03-31 $4.7M 66k 71.43

More positions owned by Tandem Financial

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vaneck Etf Trust Gold Miners Etf (GDX)
Spdr S&p 500 Etf Tr Tr Unit Put Option (Principal) (SPY)
Schwab Strategic Tr Fundamental Emer (FNDE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr MRGSTR MD CP GRW (IMCG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Goldman Sachs Physical Gold Unit (AAAU)
Ishares Tr Morningstar Valu (ILCV)
Vaneck Etf Trust Clo Etf (CLOI)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Tandem Financial

Top funds holding iShares Morningstar Mid Growth Idx

Vantagepoint Investment Advisers
LPL Financial
Ameriprise Financial
Morgan Stanley
Raymond James Financial
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Nelson, Van Denburg & Campbell Wealth Management
Commonwealth Equity Services
H D Vest Advisory Services
Advisor Group Holdings
UBS Group
Wells Fargo & Company
Victory Financial Group
Rockport Wealth

View all funds holding iShares Morningstar Mid Growth Idx