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iShares Morningstar Mid Growth Idx shares owned by Valley National Advisers

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

Historical chart of Valley National Advisers 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 Valley National Advisers 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 Valley National Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 53k 50.00
2023-09-30 $2.9M 51k 57.13
2023-06-30 $2.7M 44k 60.94
2023-03-31 $2.2M 38k 56.93
2022-12-31 $1.8M 31k 56.35
2022-09-30 $265k 5.1k 51.51

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View all positions for Valley National Advisers

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