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iShares Morningstar Large Growth shares owned by Ipsen Advisor Group

Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Ipsen Advisor Group from 13F filings

Historical chart of Ipsen Advisor Group investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Growth by Ipsen Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.1M 68k 104.30
2025-06-30 $6.6M 68k 96.90
2025-03-31 $5.4M 66k 80.99
2024-12-31 $5.8M 65k 89.60
2022-12-31 $2.8M 58k 48.68

More positions owned by Ipsen Advisor Group

Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Mrgstr Md Cp Val (IMCV)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ishares Tr MRGSTR SM CP GR (ISCG)
Flowers Foods (FLO)
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Eafe Smcp (HSCZ)
Ishares Tr Mrning Sm Cp Etf (ISCV)
Ishares Gold Tr Ishares New (IAU)
Apple (AAPL)
Global X Fds Global X Copper (COPX)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for Ipsen Advisor Group

Top funds holding iShares Morningstar Large Growth

Equitable Holdings
Morgan Stanley
LPL Financial
Wells Fargo & Company
Financial Advisory Service
Cetera Investment Advisers
Atlantic Trust
B&D White Capital Company
McKinley Carter Wealth Services
AdvisorShares Investments
H D Vest Advisory Services
Jpmorgan Chase & Co
UBS Group
Commonwealth Equity Services
Envestnet Asset Management

View all funds holding iShares Morningstar Large Growth