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iShares Morningstar Mid Growth Idx shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $940k 14k 67.75
2024-03-31 $999k 14k 70.68
2023-12-31 $1.1M 18k 64.45
2023-09-30 $1.0M 18k 57.13
2023-06-30 $857k 14k 60.94
2023-03-31 $799k 14k 57.56

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding iShares Morningstar Mid Growth Idx

Morgan Stanley
LPL Financial
Ameriprise Financial
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Commonwealth Equity Services
Nelson, Van Denburg & Campbell Wealth Management
H D Vest Advisory Services
Wells Fargo & Company
Royal Bank of Canada
Orgel Wealth Management
Creative Financial Designs
Cornerstone Planning Group
Mariner Wealth Advisors
Cosner Financial Group

View all funds holding iShares Morningstar Mid Growth Idx