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iShares Morningstar Large Growth shares owned by HB Wealth Management

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

Historical chart of HB Wealth Management investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Growth held by HB Wealth 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 HB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $680k 8.1k 84.04
2024-06-30 $658k 8.1k 81.41
2024-03-31 $610k 8.1k 75.48
2023-12-31 $548k 8.1k 67.82
2023-09-30 $482k 8.1k 59.65
2023-06-30 $504k 8.1k 62.34
2023-03-31 $448k 8.1k 55.36
2022-12-31 $394k 8.1k 48.68
2022-09-30 $390k 8.1k 48.24
2022-06-30 $405k 8.1k 50.09
2022-03-31 $558k 8.6k 65.00
2021-12-31 $635k 8.8k 71.87