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iShares Morningstar Large Growth shares owned by Aptus Capital Advisors

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

Historical chart of Aptus 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 Aptus 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 Aptus Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.4M 62k 104.30
2025-06-30 $6.1M 63k 96.90
2025-03-31 $5.1M 63k 80.99
2024-12-31 $5.7M 64k 89.60
2024-09-30 $7.1M 85k 84.04

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View all positions for Aptus Capital Advisors

Top funds holding iShares Morningstar Large Growth

Equitable Holdings
Morgan Stanley
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Financial Advisory Service
Cetera Investment Advisers
Atlantic Trust
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McKinley Carter Wealth Services
AdvisorShares Investments
H D Vest Advisory Services
Jpmorgan Chase & Co
UBS Group
Commonwealth Equity Services
Envestnet Asset Management

View all funds holding iShares Morningstar Large Growth