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iShares Morningstar Mid Growth Idx shares owned by Horizon Family Wealth

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

Historical chart of Horizon Family Wealth 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 Horizon Family Wealth 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 Horizon Family Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $269k 3.8k 70.68
2023-12-31 $1.6M 25k 64.45
2023-09-30 $1.2M 22k 57.13

More positions owned by Horizon Family Wealth

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Growth Etf (VUG)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Goldman Sachs Etf Tr Small Cap Core E (GSC)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Ishares Tr National Mun Etf (MUB)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Horizon Family Wealth

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