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iShares Morningstar Large Growth shares owned by Capital Advisors

Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Capital Advisors from 13F filings

Historical chart of Capital Advisors investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Growth held by Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Large Growth by Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 17k 75.48
2023-12-31 $1.2M 17k 67.82
2023-09-30 $1.0M 17k 59.64
2023-06-30 $1.1M 17k 62.35
2023-03-31 $961k 17k 55.37
2022-12-31 $845k 17k 48.69
2022-09-30 $838k 17k 48.29
2022-06-30 $954k 19k 50.07
2022-03-31 $1.2M 19k 65.02
2021-12-31 $1.5M 21k 71.83
2021-09-30 $1.4M 21k 65.57
2021-06-30 $1.3M 21k 64.74
2021-03-31 $1.2M 4.1k 288.52
2020-12-31 $1.2M 4.1k 289.98
2020-09-30 $1.1M 4.1k 267.41
2020-06-30 $966k 4.1k 234.41
2020-03-31 $765k 4.1k 185.63
2019-12-31 $865k 4.1k 209.90
2019-06-30 $791k 4.1k 191.94
2019-03-31 $753k 4.1k 182.72
2018-12-31 $653k 4.1k 158.46
2018-09-30 $766k 4.1k 185.88
2018-06-30 $720k 4.1k 174.71
2018-03-31 $675k 4.1k 163.80
2017-12-31 $645k 4.1k 156.52
2017-09-30 $628k 4.3k 146.42
2017-06-30 $597k 4.3k 139.19
2017-03-31 $565k 4.3k 131.73
2016-12-31 $519k 4.3k 121.01
2016-09-30 $523k 4.3k 121.94
2016-06-30 $502k 4.3k 117.04
2016-03-31 $507k 4.3k 118.21
2015-12-31 $516k 4.3k 120.31
2015-09-30 $480k 4.3k 111.91
2015-06-30 $509k 4.3k 118.68
2015-03-31 $507k 4.3k 118.21
2014-12-31 $485k 4.3k 113.08
2014-09-30 $466k 4.3k 108.65
2014-06-30 $457k 4.3k 106.55
2014-03-31 $427k 4.3k 99.56
2013-12-31 $428k 4.3k 99.79

More positions owned by Capital Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Caesars Entertainment (CZR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Capital Advisors

Top funds holding iShares Morningstar Large Growth

Wells Fargo & Company
Financial Advisory Service
Bank of America Corporation
Atlantic Trust
Commonwealth Equity Services
H D Vest Advisory Services
UBS Group
Jpmorgan Chase & Co
Advisor Group Holdings
Raymond James Financial Services Advisors
Rockefeller Capital Management
Kiley Juergens Wealth Management
Sanctuary Wealth Management
CI Private Wealth
Cornerstone Wealth Management

View all funds holding iShares Morningstar Large Growth