iShares Morningstar Large Growth shares owned by AE Wealth Management
Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in iShares Morningstar Large Growth
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Quarterly reported holdings in iShares Morningstar Large Growth by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 23k | 104.30 |
| 2025-06-30 | $6.0M | 61k | 96.90 |
| 2025-03-31 | $166k | 2.0k | 80.98 |
| 2024-12-31 | $1.5M | 16k | 89.60 |
| 2024-09-30 | $1.5M | 18k | 84.04 |
| 2024-06-30 | $6.6M | 82k | 81.41 |
| 2023-12-31 | $324k | 4.6k | 70.22 |
| 2023-09-30 | $225k | 3.8k | 59.64 |
| 2023-06-30 | $9.2M | 148k | 62.34 |
| 2023-03-31 | $4.2M | 77k | 55.36 |
| 2022-03-31 | $7.2M | 110k | 65.00 |
| 2021-12-31 | $241k | 3.4k | 71.70 |
| 2021-09-30 | $8.3M | 127k | 65.55 |
| 2021-06-30 | $8.5M | 131k | 64.76 |
| 2021-03-31 | $321k | 1.1k | 288.15 |
| 2020-12-31 | $16M | 55k | 289.88 |
| 2020-09-30 | $679k | 2.5k | 267.53 |
| 2020-06-30 | $24M | 101k | 234.48 |
| 2020-03-31 | $223k | 1.2k | 185.68 |
| 2019-12-31 | $539k | 2.6k | 210.14 |
| 2019-09-30 | $382k | 2.0k | 191.48 |
| 2019-06-30 | $306k | 1.6k | 191.85 |
| 2019-03-31 | $327k | 1.8k | 182.78 |
| 2018-09-30 | $444k | 2.4k | 185.70 |
| 2018-06-30 | $299k | 1.7k | 174.96 |
| 2018-03-31 | $249k | 1.5k | 163.60 |
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