| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Janney Montgomery Scott LLC | 9 | 9 | 0.06% | 0.14% | 0.18% | Q2 2013 | Q2 2015 | 9 |
| First American Bank | 1 | 1 | 1.18% | 1.18% | 1.18% | Q4 2021 | Q4 2021 | 1 |
| WEST MICHIGAN ADVISORS, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
| Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
| Coston, McIsaac & Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
| Kovack Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
This page lists all the filers that currently own IVY MDCP GRW I or have owned IVY MDCP GRW I in the past.