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iShares Morningstar Large Growth shares owned by Evolve Private Wealth

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

Historical chart of Evolve Private Wealth investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Growth by Evolve Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 11k 95.48

More positions owned by Evolve Private Wealth

Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Active Bd Etf (BOND)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr International Sl (ISCF)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Emng Mkts Eqt (EMGF)
Ishares Gold Tr Ishares New (IAU)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Evolve Private Wealth

Top funds holding iShares Morningstar Large Growth

Equitable Holdings
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Atlantic Trust
B&D White Capital Company
Envestnet Asset Management
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Commonwealth Equity Services
GM Advisory
Ameriprise Financial
Mml Investors Services
McKinley Carter Wealth Services
Advisor Group Holdings

View all funds holding iShares Morningstar Large Growth