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iShares Morningstar Mid Growth Idx shares owned by Truewealth

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

Historical chart of Truewealth 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 Truewealth 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 Truewealth

Quarter filed Position value Share count Share price at filing
2020-06-30 $156k 531 293.79
2020-03-31 $47k 216 217.59
2019-12-31 $57k 216 263.89
2019-09-30 $53k 216 245.37
2019-06-30 $54k 216 250.00
2019-03-31 $61k 258 236.43
2018-12-31 $50k 258 193.80
2018-09-30 $61k 258 236.43
2018-06-30 $56k 258 217.05
2018-03-31 $54k 258 209.30
2017-12-31 $52k 258 201.55

More positions owned by Truewealth

Coca-Cola Company (KO)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Apple (AAPL)
Lockheed Martin Corporation (LMT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Truewealth

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