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iShares Morningstar Mid Growth Idx shares owned by Willner & Heller

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

Historical chart of Willner & Heller 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 Willner & Heller 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 Willner & Heller

Quarter filed Position value Share count Share price at filing
2023-12-31 $560k 8.7k 64.45
2022-12-31 $420k 7.8k 53.88
2022-09-30 $384k 7.6k 50.35
2022-06-30 $395k 7.6k 51.96
2022-03-31 $511k 7.0k 73.18
2021-12-31 $480k 7.0k 68.85

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View all positions for Willner & Heller

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