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iShares Morningstar Mid Growth Idx shares owned by Surevest

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

Historical chart of Surevest investment in iShares Morningstar Mid Growth Idx

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All positions including iShares Morningstar Mid Growth Idx held by Surevest 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 Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $2.5M 50k 50.37
2022-06-30 $2.4M 46k 51.94
2022-03-31 $2.9M 45k 64.28
2021-12-31 $137k 1.9k 73.42

More positions owned by Surevest

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Acwi Ex Us (ACWX)
Apple (AAPL)
Ishares Tr Morningstar Valu (ILCV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Morningstr Us Eq (ILCB)
Palo Alto Networks (PANW)
Ishares Tr Morningstar Grwt (ILCG)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Genuine Parts Company (GPC)
Philip Morris International (PM)

View all positions for Surevest

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