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iShares Morningstar Mid Growth Idx shares owned by UBS Group

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

Historical chart of UBS 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 UBS 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 UBS Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $32M 498k 64.45
2023-09-30 $28M 496k 57.13
2023-06-30 $30M 488k 60.94
2023-03-31 $30M 515k 57.56
2022-12-31 $30M 556k 53.88
2022-09-30 $25M 499k 50.38
2022-06-30 $33M 627k 51.94
2022-03-31 $40M 615k 64.28
2021-12-31 $41M 553k 73.24
2021-09-30 $37M 539k 68.88
2021-06-30 $38M 550k 68.89
2021-03-31 $0 97k 0.00
2020-12-31 $37M 97k 383.06
2020-09-30 $26M 82k 320.45
2020-06-30 $20M 69k 293.20
2020-03-31 $17M 78k 218.11
2019-12-31 $25M 95k 263.16
2019-09-30 $22M 91k 243.42
2019-06-30 $34M 134k 251.53
2019-03-31 $22M 93k 235.29
2018-12-31 $8.1M 41k 194.41
2018-09-30 $9.8M 42k 235.72
2018-06-30 $6.4M 29k 218.59
2018-03-31 $4.7M 23k 208.70
2017-12-31 $4.5M 22k 202.49
2017-09-30 $4.4M 23k 189.68
2017-06-30 $4.4M 24k 182.92
2017-03-31 $4.4M 25k 173.94
2016-12-31 $3.9M 24k 162.04
2016-09-30 $4.3M 27k 162.85
2016-06-30 $5.0M 32k 155.97
2016-03-31 $5.5M 36k 152.19
2015-12-31 $6.2M 40k 154.56
2015-09-30 $5.8M 38k 149.89
2015-03-31 $6.0M 36k 167.01

More positions owned by UBS Group

Microsoft Corporation (MSFT)
Apple Call Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Amazon Call Option (AMZN)
NVIDIA Corporation (NVDA)
Ubs Group SHS (UBS)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Union Pacific Corporation (UNP)
Alphabet Cap Stk Cl C Put Option (GOOG)
Meta Platforms Cl A (META)

View all positions for UBS Group

Top funds holding iShares Morningstar Mid Growth Idx

Assetmark
Creative Financial Designs
Raymond James Financial Services Advisors
Commonwealth Equity Services
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Orgel Wealth Management
H D Vest Advisory Services
Advisor Group Holdings
Forte Capital
Cornerstone Planning Group
Cosner Financial Group
Rodgers & Associates
Cambridge Investment Research Advisors

View all funds holding iShares Morningstar Mid Growth Idx