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
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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 |
|---|---|---|---|
| 2025-09-30 | $5.2M | 50k | 104.30 |
| 2025-06-30 | $4.9M | 51k | 96.90 |
| 2025-03-31 | $4.3M | 53k | 80.99 |
| 2024-12-31 | $4.8M | 54k | 89.60 |
| 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 |
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