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iShares Morningstar Large Growth shares owned by Daymark Wealth Partners

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

Historical chart of Daymark Wealth Partners investment in iShares Morningstar Large Growth

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

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Quarterly reported holdings in iShares Morningstar Large Growth by Daymark Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 20k 104.30
2025-06-30 $2.0M 21k 96.90
2025-03-31 $756k 9.3k 80.99

More positions owned by Daymark Wealth Partners

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Procter & Gamble Company (PG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Amgen (AMGN)
Progressive Corporation (PGR)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded F Active Growth (JGRO)
Visa Com Cl A (V)
Oracle Corporation (ORCL)

View all positions for Daymark Wealth Partners

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