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iShares Morningstar Large Growth shares owned by JGP Wealth Management

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

Historical chart of JGP 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 JGP 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 JGP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $980k 9.3k 104.88
2025-06-30 $339k 3.5k 96.89
2025-03-31 $239k 2.9k 80.99
2024-12-31 $225k 2.5k 89.61

More positions owned by JGP Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Kla Corp Com New (KLAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)
JPMorgan Chase & Co. (JPM)
Analog Devices (ADI)
PNC Financial Services (PNC)
Automatic Data Processing (ADP)
Tractor Supply Company (TSCO)
Quest Diagnostics Incorporated (DGX)
Raytheon Technologies Corp (RTX)
Nextera Energy (NEE)
W.W. Grainger (GWW)

View all positions for JGP Wealth Management

Top funds holding iShares Morningstar Large Growth

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Atlantic Trust
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McKinley Carter Wealth Services
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H D Vest Advisory Services
Jpmorgan Chase & Co
UBS Group
Commonwealth Equity Services
Envestnet Asset Management

View all funds holding iShares Morningstar Large Growth