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iShares Morningstar Large Growth shares owned by American Financial & Tax Strategies

Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by American Financial & Tax Strategies from 13F filings

Historical chart of American Financial & Tax Strategies investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Growth held by American Financial & Tax Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Large Growth by American Financial & Tax Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5M 54k 84.04
2024-06-30 $4.5M 55k 81.41
2024-03-31 $4.2M 56k 75.48
2023-12-31 $3.9M 58k 67.82

More positions owned by American Financial & Tax Strategies

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard World Mega Grwth Ind (MGK)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Morningstar Grwt (ILCG)
Graniteshares Etf Tr Bbg Commd K 1 (COMB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

View all positions for American Financial & Tax Strategies

Top funds holding iShares Morningstar Large Growth

Equitable Holdings
Morgan Stanley
LPL Financial
Wells Fargo & Company
Financial Advisory Service
Bank of America Corporation
AdvisorShares Investments
Commonwealth Equity Services
H D Vest Advisory Services
Jpmorgan Chase & Co
Mml Investors Services
Raymond James Financial Services Advisors
Rockefeller Capital Management
Kiley Juergens Wealth Management
Advisor Group Holdings

View all funds holding iShares Morningstar Large Growth