iShares Morningstar Large Growth shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in iShares Morningstar Large Growth
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Quarterly reported holdings in iShares Morningstar Large Growth by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $327k | 3.6k | 89.60 |
| 2024-09-30 | $296k | 3.5k | 84.05 |
| 2024-06-30 | $617k | 7.6k | 81.41 |
| 2024-03-31 | $548k | 7.3k | 75.48 |
| 2023-12-31 | $472k | 7.0k | 67.82 |
| 2023-09-30 | $402k | 6.7k | 59.65 |
| 2023-06-30 | $442k | 7.1k | 62.34 |
| 2023-03-31 | $366k | 6.6k | 55.36 |
| 2022-12-31 | $306k | 6.3k | 48.68 |
| 2020-09-30 | $512k | 1.9k | 267.22 |
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