iShares Morningstar Large Growth shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in iShares Morningstar Large Growth
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Quarterly reported holdings in iShares Morningstar Large Growth by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $3.0M | 31k | 97.30 |
| 2025-03-31 | $2.5M | 31k | 80.99 |
| 2024-12-31 | $6.2M | 69k | 89.60 |
| 2024-09-30 | $2.6M | 31k | 84.04 |
| 2024-06-30 | $2.5M | 31k | 81.41 |
| 2024-03-31 | $3.9M | 52k | 75.48 |
| 2023-12-31 | $3.5M | 52k | 67.82 |
| 2023-09-30 | $1.6M | 27k | 59.71 |
| 2023-06-30 | $2.6M | 41k | 62.34 |
| 2023-03-31 | $2.1M | 38k | 55.36 |
| 2022-12-31 | $1.1M | 24k | 48.68 |
| 2022-09-30 | $1.3M | 28k | 48.26 |
| 2022-06-30 | $677k | 14k | 50.18 |
| 2022-03-31 | $1.5M | 24k | 64.98 |
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