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iShares Morningstar Mid Growth Idx shares owned by Retirement Planning Group

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

Historical chart of Retirement Planning Group 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 Retirement Planning Group 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 Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.7M 38k 98.30

More positions owned by Retirement Planning Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Quality Grow (QGRW)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ea Series Trust Freedom 100 Em (FRDM)
Pimco Etf Tr Multisector Bd (PYLD)
Victory Portfolios Ii Core Plus Bd Etf (UBND)
Fidelity Covington Trust High Divid Etf (FDVV)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Neos Etf Trust Neos Enhcd Inme (BNDI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Costco Wholesale Corporation (COST)

View all positions for Retirement Planning Group

Top funds holding iShares Morningstar Mid Growth Idx

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

View all funds holding iShares Morningstar Mid Growth Idx