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iShares Morningstar Mid Growth Idx shares owned by Watershed Private Wealth

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

Historical chart of Watershed Private 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 Watershed Private 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 Watershed Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $404k 6.3k 64.45
2023-09-30 $358k 6.3k 57.13
2023-06-30 $265k 4.3k 60.94

More positions owned by Watershed Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Msci Emrg Chn (EMXC)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)

View all positions for Watershed Private Wealth

Top funds holding iShares Morningstar Mid Growth Idx

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

View all funds holding iShares Morningstar Mid Growth Idx