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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

Tip: Access up to 7 years of quarterly data

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

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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