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iShares Morningstar Mid Growth Idx shares owned by Td Private Client Wealth

Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Td Private Client Wealth from 13F filings

Historical chart of Td Private Client Wealth 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 Td Private Client Wealth 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 Td Private Client Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $796k 11k 72.97
2024-06-30 $707k 10k 67.75
2024-03-31 $743k 11k 70.68
2023-12-31 $755k 12k 64.45
2023-09-30 $458k 8.0k 57.13
2023-06-30 $448k 7.3k 60.94
2023-03-31 $396k 6.9k 57.56
2022-12-31 $319k 5.9k 53.88
2022-09-30 $264k 5.2k 50.38
2022-06-30 $266k 5.1k 51.94
2022-03-31 $421k 6.5k 64.28
2021-12-31 $581k 7.9k 73.24
2021-09-30 $615k 8.9k 68.88
2021-06-30 $579k 8.4k 68.89
2021-03-31 $543k 1.4k 378.15
2020-12-31 $477k 1.2k 382.48
2020-09-30 $204k 638 320.45

More positions owned by Td Private Client Wealth

Spdr Ser Tr Portfolio S&p 500 Etf Exchange Traded Fund (SPLG)
Spdr S&p 500 Etf Tr Tr Unit Exchange Traded Fund (SPY)
Vanguard Scottsdale Fds Vanguard Mtg Backed Secs Etf Exchange Traded Fund (VMBS)
Ishares Tr Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Ishares Tr U S Treas Bd Etf Exchange Traded Fund (GOVT)
Vanguard Specialized Funds Divid Appreciation Etf Exchange Traded Fund (VIG)
Ishares Tr 1-3 Yr Treas Bd Etf Exchange Traded Fund (SHY)
Vanguard Scottsdale Fds Vanguard Short-term Treas Index Exchange Traded Fund (VGSH)
Vanguard Index Fds Vanguard Extended Mkt Etf Exchange Traded Fund (VXF)
Microsoft Corp Common Stock (MSFT)
Ishares Tr Core Divid Growth Etf Exchange Traded Fund (DGRO)
Ishares Tr Russell 1000 Growth Etf Exchange Traded Fund (IWF)
Vanguard Scottsdale Fds Vanguard Short-term Corporate Bd Index Exchange Traded Fund (VCSH)
Vanguard Admiral Fds Inc S&p 500 Growth Index Fd Etf Exchange Traded Fund (VOOG)
Ishares Tr 20 Yr Treas Bd Etf Exchange Traded Fund (TLT)

View all positions for Td Private Client Wealth

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