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iShares Morningstar Large Growth shares owned by CWM

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

Historical chart of CWM investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Growth by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5M 46k 75.48
2023-12-31 $3.1M 46k 67.82
2023-09-30 $2.9M 48k 59.66
2023-06-30 $3.0M 49k 62.34
2023-03-31 $2.9M 52k 55.35
2022-12-31 $2.8M 58k 48.69
2022-09-30 $2.9M 59k 48.27
2022-06-30 $3.1M 62k 50.09
2022-03-31 $4.3M 66k 65.00
2021-12-31 $5.8M 80k 71.82
2021-06-30 $2.9M 44k 64.77
2021-03-31 $2.9M 44k 64.77
2020-12-31 $2.9M 44k 64.77
2020-09-30 $2.9M 44k 64.77
2020-06-30 $2.9M 44k 64.77
2020-03-31 $2.1M 12k 185.78
2019-12-31 $2.9M 44k 64.77
2019-09-30 $2.9M 44k 64.77
2019-06-30 $2.9M 44k 64.77
2019-03-31 $3.5M 19k 182.85
2018-12-31 $3.1M 19k 158.54
2018-09-30 $3.6M 19k 185.88
2018-06-30 $3.4M 19k 174.71
2018-03-31 $3.2M 19k 163.87
2017-12-31 $3.1M 20k 156.50
2017-09-30 $2.9M 20k 146.41
2017-06-30 $2.5M 18k 139.24
2017-03-31 $2.3M 17k 131.66
2016-12-31 $2.0M 16k 121.00
2016-09-30 $1.9M 16k 121.92
2016-06-30 $1.9M 17k 117.07
2016-03-31 $1.9M 16k 118.13

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Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding iShares Morningstar Large Growth

Wells Fargo & Company
Financial Advisory Service
Bank of America Corporation
Atlantic Trust
Commonwealth Equity Services
H D Vest Advisory Services
UBS Group
Jpmorgan Chase & Co
Advisor Group Holdings
Raymond James Financial Services Advisors
Rockefeller Capital Management
Kiley Juergens Wealth Management
Sanctuary Wealth Management
CI Private Wealth
Cornerstone Wealth Management

View all funds holding iShares Morningstar Large Growth