iShares Morningstar Large Growth shares owned by Baystate Wealth Management
Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Baystate Wealth Management
from 13F filings
Historical chart of Baystate Wealth Management investment in iShares Morningstar Large Growth
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Quarterly reported holdings in iShares Morningstar Large Growth by Baystate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $460k | 6.8k | 67.83 |
| 2023-09-30 | $346k | 5.8k | 59.65 |
| 2023-06-30 | $355k | 5.7k | 62.34 |
| 2023-03-31 | $315k | 5.7k | 55.36 |
| 2022-12-31 | $276k | 5.7k | 48.63 |
| 2022-09-30 | $275k | 5.7k | 48.29 |
| 2022-06-30 | $285k | 5.7k | 50.11 |
| 2022-03-31 | $369k | 5.7k | 64.95 |
| 2021-12-31 | $408k | 5.7k | 71.91 |
| 2021-09-30 | $357k | 5.4k | 65.53 |
| 2021-06-30 | $353k | 5.5k | 64.72 |
| 2021-03-31 | $315k | 1.1k | 288.99 |
| 2020-12-31 | $316k | 1.1k | 289.91 |
| 2020-09-30 | $291k | 1.1k | 266.97 |
| 2020-06-30 | $255k | 1.1k | 234.38 |
| 2020-03-31 | $202k | 1.1k | 185.66 |
| 2019-12-31 | $307k | 1.5k | 210.13 |
| 2019-09-30 | $838k | 4.4k | 191.50 |
| 2019-06-30 | $846k | 4.4k | 193.59 |
| 2019-03-31 | $824k | 4.4k | 188.52 |
| 2018-12-31 | $748k | 4.4k | 170.15 |
| 2018-09-30 | $793k | 4.6k | 172.09 |
| 2018-06-30 | $828k | 4.6k | 178.53 |
| 2018-03-31 | $772k | 4.7k | 165.42 |
| 2017-12-31 | $986k | 5.8k | 169.47 |
| 2017-09-30 | $871k | 5.9k | 148.26 |
| 2017-06-30 | $825k | 5.8k | 142.86 |
| 2017-03-31 | $643k | 4.9k | 130.90 |
| 2016-12-31 | $47M | 384k | 122.95 |
| 2016-09-30 | $44M | 362k | 121.93 |
| 2016-06-30 | $42M | 357k | 117.08 |
| 2016-03-31 | $42M | 358k | 118.14 |
| 2015-12-31 | $38M | 316k | 120.29 |
| 2015-09-30 | $33M | 297k | 111.97 |
| 2015-06-30 | $31M | 257k | 118.67 |
| 2015-03-31 | $27M | 228k | 118.24 |
| 2014-12-31 | $24M | 211k | 113.17 |
| 2014-09-30 | $23M | 207k | 108.81 |
| 2014-06-30 | $21M | 195k | 106.65 |
| 2014-03-31 | $18M | 182k | 99.61 |
| 2013-12-31 | $17M | 173k | 99.71 |
| 2013-09-30 | $15M | 162k | 89.69 |
| 2013-06-30 | $13M | 152k | 82.10 |
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