Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

WealthTrak Capital Management »

iShares Morningstar Mid Growth Idx shares owned by WealthTrak Capital Management

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

Historical chart of WealthTrak Capital Management 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 WealthTrak Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in iShares Morningstar Mid Growth Idx by WealthTrak Capital Management

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$466k	5.9k	78.77

More positions owned by WealthTrak Capital Management

Goldman Sachs Etf Tr Acces Treasury (GBIL)

Spdr Series Trust State Street Spd (SPYM)

Spdr Index Shs Fds State Street Spd (SPEM)

Spdr Index Shs Fds State Street Spd (SPDW)

Tidal Trust Ii Return Stckd Us (RSST)

Direxion Shares Etf Trust Direxion Hcm (HCMT)

Goldman Sachs Physical Gold Unit (AAAU)

Blackrock Etf Trust Ishares Us Equit (DYNF)

Spdr Series Trust State Street Spd (SPAB)

Spdr Series Trust State Street Spd (SPYV)

Etf Opportunities Trust Idx Dynamic Fixe (DYFI)

Ishares Tr S&p 500 Val Etf (IVE)

Pacer Fds Tr Us Cash Cows 100 (COWZ)

Spdr Series Trust State Street Spd (MDYV)

Ishares Tr Cre U S Reit Etf (USRT)

View all positions for WealthTrak Capital Management

Top funds holding iShares Morningstar Mid Growth Idx

Vantagepoint Investment Advisers

LPL Financial

Morgan Stanley

Raymond James Financial

Cetera Investment Advisers

Ameriprise Financial

Northwestern Mutual Wealth Management Company

Commonwealth Equity Services

Bank of America Corporation

Mariner Wealth Advisors

Advisor Group Holdings

UBS Group

Nelson, Van Denburg & Campbell Wealth Management

Victory Financial Group

Wells Fargo & Company

View all funds holding iShares Morningstar Mid Growth Idx

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z