iShares Morningstar Large Growth shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in iShares Morningstar Large Growth
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Quarterly reported holdings in iShares Morningstar Large Growth by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 19k | 104.30 |
| 2025-06-30 | $1.9M | 19k | 96.90 |
| 2025-03-31 | $1.6M | 19k | 80.99 |
| 2024-12-31 | $1.8M | 20k | 89.60 |
| 2024-09-30 | $1.6M | 20k | 84.04 |
| 2024-06-30 | $1.4M | 17k | 81.41 |
| 2024-03-31 | $451k | 6.0k | 75.48 |
| 2023-12-31 | $406k | 6.0k | 67.82 |
| 2023-09-30 | $376k | 6.3k | 59.65 |
| 2023-06-30 | $398k | 6.4k | 62.34 |
| 2020-12-31 | $253k | 875 | 289.14 |
| 2020-09-30 | $234k | 875 | 267.43 |
| 2020-06-30 | $205k | 875 | 234.29 |
| 2019-12-31 | $663k | 3.2k | 209.81 |
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