iShares Morningstar Large Growth shares owned by Creative Planning
Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in iShares Morningstar Large Growth
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Quarterly reported holdings in iShares Morningstar Large Growth by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.9M | 58k | 84.04 |
| 2024-06-30 | $4.8M | 59k | 81.41 |
| 2024-03-31 | $4.3M | 58k | 75.48 |
| 2023-12-31 | $3.9M | 58k | 67.82 |
| 2023-09-30 | $3.4M | 58k | 59.65 |
| 2023-06-30 | $3.5M | 57k | 62.34 |
| 2023-03-31 | $3.1M | 55k | 55.36 |
| 2022-12-31 | $2.9M | 60k | 48.68 |
| 2022-09-30 | $2.9M | 61k | 48.26 |
| 2022-06-30 | $3.0M | 61k | 50.08 |
| 2022-03-31 | $3.9M | 60k | 64.99 |
| 2021-12-31 | $4.3M | 61k | 71.83 |
| 2021-09-30 | $4.0M | 62k | 65.55 |
| 2021-06-30 | $4.0M | 62k | 64.77 |
| 2021-03-31 | $3.5M | 12k | 288.45 |
| 2020-12-31 | $2.8M | 9.8k | 289.93 |
| 2020-09-30 | $2.8M | 10k | 267.42 |
| 2020-06-30 | $2.3M | 9.8k | 234.43 |
| 2020-03-31 | $1.5M | 8.3k | 185.79 |
| 2019-12-31 | $1.7M | 8.3k | 209.95 |
| 2019-09-30 | $1.6M | 8.4k | 191.46 |
| 2019-06-30 | $1.6M | 8.4k | 191.90 |
| 2019-03-31 | $1.6M | 8.8k | 182.86 |
| 2018-12-31 | $248k | 1.6k | 158.77 |
| 2018-09-30 | $307k | 1.7k | 186.06 |
| 2018-06-30 | $278k | 1.6k | 174.40 |
| 2018-03-31 | $268k | 1.6k | 164.01 |
| 2017-12-31 | $320k | 2.0k | 156.56 |
| 2017-09-30 | $215k | 1.5k | 146.36 |
| 2017-06-30 | $235k | 1.7k | 139.30 |
| 2017-03-31 | $190k | 1.4k | 131.85 |
| 2016-12-31 | $188k | 1.6k | 120.82 |
| 2016-09-30 | $190k | 1.6k | 122.11 |
| 2016-06-30 | $151k | 1.3k | 116.78 |
| 2016-03-31 | $180k | 1.5k | 117.96 |
| 2015-12-31 | $184k | 1.5k | 120.58 |
| 2015-09-30 | $234k | 2.1k | 112.02 |
| 2015-03-31 | $356k | 3.0k | 118.08 |
| 2014-12-31 | $406k | 3.6k | 113.09 |
| 2014-09-30 | $532k | 4.9k | 108.90 |
| 2014-06-30 | $613k | 5.7k | 106.63 |
| 2014-03-31 | $750k | 7.5k | 99.58 |
| 2013-12-31 | $698k | 7.0k | 99.69 |
| 2013-09-30 | $622k | 6.9k | 89.73 |
| 2013-06-30 | $772k | 9.4k | 82.14 |
| 2012-12-31 | $931k | 12k | 76.51 |
| 2012-09-30 | $985k | 12k | 79.19 |
| 2012-06-30 | $930k | 13k | 73.82 |
| 2011-12-31 | $1.0M | 16k | 65.95 |
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