iShares Morningstar Large Growth shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in iShares Morningstar Large Growth
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Quarterly reported holdings in iShares Morningstar Large Growth by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $232k | 2.8k | 84.04 |
| 2024-06-30 | $721k | 8.9k | 81.41 |
| 2024-03-31 | $896k | 12k | 75.48 |
| 2023-12-31 | $805k | 12k | 67.82 |
| 2023-09-30 | $708k | 12k | 59.65 |
| 2023-06-30 | $783k | 5.3k | 148.55 |
| 2023-03-31 | $604k | 5.5k | 109.94 |
| 2022-12-31 | $691k | 14k | 48.68 |
| 2022-09-30 | $685k | 14k | 48.27 |
| 2022-06-30 | $711k | 14k | 50.11 |
| 2022-03-31 | $922k | 14k | 64.98 |
| 2021-12-31 | $1.0M | 14k | 71.81 |
| 2021-09-30 | $930k | 54k | 17.35 |
| 2021-06-30 | $919k | 14k | 64.76 |
| 2021-03-31 | $819k | 2.8k | 288.58 |
| 2020-12-31 | $823k | 2.8k | 289.99 |
| 2020-09-30 | $759k | 2.8k | 267.44 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $534k | 2.9k | 185.61 |
| 2019-12-31 | $604k | 2.9k | 209.94 |
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