iShares Morningstar Large Growth shares owned by Adviser Investments
Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments investment in iShares Morningstar Large Growth
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Quarterly reported holdings in iShares Morningstar Large Growth by Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 26k | 84.04 |
| 2024-06-30 | $2.1M | 26k | 81.41 |
| 2024-03-31 | $2.0M | 26k | 75.48 |
| 2023-12-31 | $1.9M | 28k | 67.82 |
| 2023-09-30 | $1.7M | 28k | 59.65 |
| 2023-06-30 | $1.7M | 28k | 62.34 |
| 2023-03-31 | $1.5M | 28k | 55.36 |
| 2022-12-31 | $1.4M | 28k | 50.31 |
| 2022-09-30 | $1.3M | 28k | 48.25 |
| 2022-06-30 | $1.4M | 28k | 50.08 |
| 2022-03-31 | $1.8M | 28k | 65.02 |
| 2021-12-31 | $2.0M | 28k | 71.84 |
| 2021-09-30 | $1.8M | 28k | 65.55 |
| 2021-06-30 | $1.8M | 28k | 64.76 |
| 2021-03-31 | $1.6M | 5.6k | 288.46 |
| 2020-12-31 | $1.6M | 5.6k | 289.89 |
| 2020-09-30 | $1.5M | 5.6k | 267.46 |
| 2020-06-30 | $1.4M | 6.0k | 234.52 |
| 2020-03-31 | $1.1M | 6.0k | 185.71 |
| 2019-12-31 | $1.3M | 6.1k | 210.00 |
| 2019-09-30 | $1.2M | 6.1k | 191.37 |
| 2019-06-30 | $1.2M | 6.4k | 191.92 |
| 2019-03-31 | $1.2M | 6.4k | 182.84 |
| 2018-12-31 | $1.1M | 6.7k | 158.58 |
| 2018-09-30 | $1.4M | 7.4k | 185.87 |
| 2018-06-30 | $1.3M | 7.4k | 174.71 |
| 2018-03-31 | $1.3M | 7.8k | 163.84 |
| 2017-12-31 | $1.3M | 8.0k | 156.50 |
| 2017-09-30 | $1.2M | 8.1k | 146.45 |
| 2017-06-30 | $1.1M | 8.1k | 139.25 |
| 2017-03-31 | $1.1M | 8.1k | 131.73 |
| 2016-12-31 | $991k | 8.2k | 121.02 |
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