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iShares Morningstar Large Growth shares owned by Dfpg Investments

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

Historical chart of Dfpg Investments investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Growth by Dfpg Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $339k 5.1k 66.04
2023-09-30 $353k 5.7k 61.77
2023-06-30 $484k 7.5k 64.54
2023-03-31 $447k 8.1k 55.36

More positions owned by Dfpg Investments

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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Advanced Micro Devices (AMD)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Meta Platforms Cl A (META)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Select Sector Spdr Tr Energy (XLE)

View all positions for Dfpg Investments

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