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iShares Morningstar Large Growth shares owned by Avantra Family Wealth

Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Avantra Family Wealth from 13F filings

Historical chart of Avantra Family Wealth investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Growth held by Avantra Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Large Growth by Avantra Family Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $563k 5.4k 104.30
2025-06-30 $523k 5.4k 96.90
2025-03-31 $437k 5.4k 80.99
2024-12-31 $484k 5.4k 89.60

More positions owned by Avantra Family Wealth

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Wells Fargo & Company (WFC)
Broadcom (AVGO)
Citigroup Com New (C)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)
Ishares Tr S&p 100 Etf (OEF)
Marathon Petroleum Corp (MPC)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)

View all positions for Avantra Family Wealth

Top funds holding iShares Morningstar Large Growth

Equitable Holdings
Morgan Stanley
LPL Financial
Wells Fargo & Company
Financial Advisory Service
Cetera Investment Advisers
Atlantic Trust
B&D White Capital Company
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