iShares Morningstar Mid Growth Idx shares owned by Willner & Heller
Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Willner & Heller
from 13F filings
Historical chart of Willner & Heller investment in iShares Morningstar Mid Growth Idx
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Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Willner & Heller
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $832k | 10k | 82.73 |
| 2025-06-30 | $795k | 9.9k | 80.23 |
| 2025-03-31 | $692k | 9.7k | 71.43 |
| 2024-12-31 | $725k | 9.6k | 75.53 |
| 2024-09-30 | $699k | 9.6k | 72.97 |
| 2024-06-30 | $636k | 9.4k | 67.75 |
| 2024-03-31 | $644k | 9.1k | 70.68 |
| 2023-12-31 | $560k | 8.7k | 64.45 |
| 2022-12-31 | $420k | 7.8k | 53.88 |
| 2022-09-30 | $384k | 7.6k | 50.35 |
| 2022-06-30 | $395k | 7.6k | 51.96 |
| 2022-03-31 | $511k | 7.0k | 73.18 |
| 2021-12-31 | $480k | 7.0k | 68.85 |
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