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iShares Morningstar Mid Growth Idx shares owned by Marmo Financial Group

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

Historical chart of Marmo Financial Group 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 Marmo Financial Group 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 Marmo Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $15M 208k 70.68
2023-12-31 $13M 199k 64.43
2023-09-30 $12M 204k 57.13
2023-06-30 $13M 206k 60.94
2023-03-31 $11M 195k 57.56

More positions owned by Marmo Financial Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard World Financials Etf (VFH)
Vanguard World Mega Cap Val Etf (MGV)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)
Fidelity Covington Trust High Divid Etf (FDVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)

View all positions for Marmo Financial Group

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