iShares Morningstar Large Growth shares owned by Kelman-Lazarov
Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Kelman-Lazarov
from 13F filings
Historical chart of Kelman-Lazarov investment in iShares Morningstar Large Growth
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Quarterly reported holdings in iShares Morningstar Large Growth by Kelman-Lazarov
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $249k | 3.0k | 84.04 |
| 2024-06-30 | $241k | 3.0k | 81.41 |
| 2024-03-31 | $231k | 3.1k | 75.48 |
| 2023-12-31 | $208k | 3.1k | 67.82 |
| 2023-03-31 | $400k | 7.2k | 55.36 |
| 2022-12-31 | $389k | 8.0k | 48.68 |
| 2022-09-30 | $408k | 8.5k | 48.23 |
| 2022-06-30 | $424k | 8.5k | 50.12 |
| 2022-03-31 | $552k | 8.5k | 65.02 |
| 2021-12-31 | $610k | 8.5k | 71.85 |
| 2021-09-30 | $557k | 8.5k | 65.61 |
| 2021-06-30 | $550k | 8.5k | 64.78 |
| 2021-03-31 | $490k | 1.7k | 288.57 |
| 2020-12-31 | $492k | 1.7k | 289.75 |
| 2020-09-30 | $454k | 1.7k | 267.37 |
| 2020-06-30 | $400k | 1.7k | 234.19 |
| 2020-03-31 | $320k | 1.7k | 185.94 |
| 2019-12-31 | $363k | 1.7k | 209.95 |
| 2019-09-30 | $432k | 2.3k | 191.66 |
| 2019-06-30 | $624k | 3.3k | 191.76 |
| 2019-03-31 | $595k | 3.3k | 182.85 |
| 2018-12-31 | $521k | 3.3k | 158.50 |
| 2018-09-30 | $656k | 3.5k | 185.89 |
| 2018-06-30 | $616k | 3.5k | 174.55 |
| 2018-03-31 | $497k | 3.0k | 163.76 |
| 2017-12-31 | $475k | 3.0k | 156.51 |
| 2017-09-30 | $444k | 3.0k | 146.29 |
| 2017-06-30 | $427k | 3.1k | 139.31 |
| 2017-03-31 | $509k | 3.9k | 131.69 |
| 2016-12-31 | $468k | 3.9k | 121.02 |
| 2016-09-30 | $468k | 3.9k | 120.97 |
| 2016-06-30 | $455k | 3.9k | 117.74 |
| 2016-03-31 | $462k | 3.9k | 119.53 |
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