iShares Morningstar Large Growth shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in iShares Morningstar Large Growth
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Quarterly reported holdings in iShares Morningstar Large Growth by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 15k | 104.30 |
| 2025-06-30 | $1.0M | 10k | 96.90 |
| 2025-03-31 | $687k | 8.5k | 80.99 |
| 2024-12-31 | $581k | 6.5k | 89.60 |
| 2024-09-30 | $496k | 5.9k | 84.04 |
| 2024-06-30 | $486k | 6.8k | 71.09 |
| 2024-03-31 | $450k | 6.0k | 75.48 |
| 2023-12-31 | $403k | 5.9k | 67.82 |
| 2023-09-30 | $267k | 4.5k | 59.65 |
| 2023-06-30 | $266k | 4.3k | 62.34 |
| 2023-03-31 | $217k | 3.9k | 55.36 |
| 2022-12-31 | $272k | 5.6k | 48.68 |
| 2022-09-30 | $877k | 18k | 48.27 |
| 2022-06-30 | $502k | 10k | 50.10 |
| 2022-03-31 | $1.3M | 20k | 64.99 |
| 2021-12-31 | $1.5M | 21k | 71.81 |
| 2021-09-30 | $1.2M | 18k | 65.56 |
| 2021-06-30 | $1.2M | 18k | 64.78 |
| 2021-03-31 | $981k | 3.4k | 288.36 |
| 2020-12-31 | $1.2M | 4.2k | 289.04 |
| 2020-09-30 | $1.4M | 81 | 17777.78 |
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