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iShares Morningstar Large Growth shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in iShares Morningstar Large Growth

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

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Quarterly reported holdings in iShares Morningstar Large Growth by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.0M 95k 84.04
2024-06-30 $7.4M 91k 81.41
2024-03-31 $13M 176k 75.48
2023-09-30 $5.1M 86k 59.65
2023-06-30 $9.1M 146k 62.34
2023-03-31 $7.9M 142k 55.36
2022-12-31 $3.5M 73k 48.68
2022-09-30 $2.8M 58k 48.25
2022-06-30 $2.5M 49k 50.08
2022-03-31 $3.2M 49k 64.99
2021-12-31 $3.6M 50k 71.83
2021-09-30 $3.3M 51k 65.55
2021-06-30 $3.4M 53k 64.77
2021-03-31 $3.1M 11k 288.49
2020-12-31 $2.1M 7.4k 289.94
2020-09-30 $2.1M 7.7k 267.51
2020-06-30 $2.6M 11k 234.46
2020-03-31 $1.9M 10k 185.72
2019-12-31 $1.8M 8.5k 209.95
2019-09-30 $1.8M 9.4k 191.49
2019-06-30 $2.4M 13k 191.81
2019-03-31 $2.4M 13k 182.81
2018-12-31 $5.1M 32k 158.54
2018-06-30 $2.8M 16k 174.61
2018-03-31 $2.6M 16k 163.87
2017-12-31 $2.5M 16k 156.49
2016-09-30 $341k 2.8k 121.96
2016-06-30 $377k 3.2k 116.94
2016-03-31 $425k 3.6k 118.15
2015-12-31 $378k 3.1k 120.46
2015-09-30 $373k 3.3k 111.98
2015-06-30 $6.7M 57k 118.66
2015-03-31 $1.0M 8.8k 118.20
2014-12-31 $15k 133 112.78
2014-09-30 $14k 133 105.26
2014-06-30 $10k 97 103.09
2014-03-31 $47k 471 99.79
2013-12-31 $47k 471 99.79
2013-09-30 $42k 471 89.17
2013-06-30 $39k 470 82.98

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding iShares Morningstar Large Growth

Equitable Holdings
LPL Financial
Wells Fargo & Company
Financial Advisory Service
Bank of America Corporation
Atlantic Trust
Commonwealth Equity Services
H D Vest Advisory Services
Ameriprise Financial
UBS Group
Jpmorgan Chase & Co
Mml Investors Services
Raymond James Financial Services Advisors
Rockefeller Capital Management
Kiley Juergens Wealth Management

View all funds holding iShares Morningstar Large Growth