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iShares Morningstar Mid Growth Idx shares owned by Capital Square

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

Historical chart of Capital Square 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 Capital Square 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 Capital Square

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 30k 70.68

More positions owned by Capital Square

iShares S&P US Pref Stock Idx Fnd (PFF)
Vanguard Total Stock Market ETF (VTI)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
American Tower Reit (AMT)
Home Depot (HD)
Altria (MO)
New Residential Investment (RITM)
Realty Income (O)
Schwab Strategic Tr us dividend eq (SCHD)
Caretrust Reit (CTRE)
Wp Carey (WPC)
Apple (AAPL)
Digital Realty Trust (DLR)
Vanguard Mid-Cap Value ETF (VOE)

View all positions for Capital Square

Top funds holding iShares Morningstar Mid Growth Idx

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

View all funds holding iShares Morningstar Mid Growth Idx