iShares Morningstar Mid Growth Idx shares owned by Westside Investment Management
Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Westside Investment Management
from 13F filings
Historical chart of Westside Investment Management investment in iShares Morningstar Mid Growth Idx
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Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Westside Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $535k | 7.3k | 72.99 |
| 2024-06-30 | $497k | 7.3k | 67.76 |
| 2024-03-31 | $497k | 7.0k | 70.68 |
| 2023-12-31 | $204k | 3.2k | 64.47 |
| 2023-09-30 | $181k | 3.2k | 57.13 |
| 2023-06-30 | $193k | 3.2k | 60.94 |
| 2023-03-31 | $182k | 3.2k | 57.56 |
| 2022-12-31 | $161k | 3.0k | 53.67 |
| 2022-09-30 | $151k | 3.0k | 50.33 |
| 2022-06-30 | $155k | 3.0k | 51.67 |
| 2022-03-31 | $192k | 3.0k | 64.00 |
| 2021-12-31 | $219k | 3.0k | 73.00 |
| 2021-09-30 | $206k | 3.0k | 68.67 |
| 2021-06-30 | $206k | 3.0k | 68.67 |
| 2021-03-31 | $189k | 500 | 378.00 |
| 2020-12-31 | $191k | 500 | 382.00 |
| 2020-09-30 | $160k | 500 | 320.00 |
| 2020-06-30 | $146k | 500 | 292.00 |
| 2020-03-31 | $109k | 500 | 218.00 |
| 2019-06-30 | $125k | 500 | 250.00 |
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