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iShares Morningstar Mid Growth Idx shares owned by United Advisor Group

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

Historical chart of United Advisor 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 United Advisor 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 United Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 24k 82.73
2025-06-30 $1.5M 18k 80.23
2025-03-31 $1.2M 17k 71.43
2024-12-31 $1.1M 15k 75.53

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View all positions for United Advisor Group

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