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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Growth held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

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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
2024-03-31 $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

More positions owned by J.w. Cole Advisors

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Select Sector Spdr Tr Technology (XLK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for J.w. Cole Advisors

Top funds holding iShares Morningstar Large Growth

Wells Fargo & Company
Financial Advisory Service
Bank of America Corporation
Atlantic Trust
Commonwealth Equity Services
H D Vest Advisory Services
UBS Group
Jpmorgan Chase & Co
Advisor Group Holdings
Raymond James Financial Services Advisors
Rockefeller Capital Management
Kiley Juergens Wealth Management
Sanctuary Wealth Management
CI Private Wealth
Cornerstone Wealth Management

View all funds holding iShares Morningstar Large Growth