iShares Morningstar Large Growth shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in iShares Morningstar Large Growth
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All positions including iShares Morningstar Large Growth held by Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Morningstar Large Growth by Kestra Private Wealth Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $888k | 11k | 84.04 |
2024-06-30 | $831k | 10k | 81.41 |
2024-03-31 | $718k | 9.5k | 75.48 |
2023-12-31 | $645k | 9.5k | 67.82 |
2023-09-30 | $567k | 9.5k | 59.65 |
2023-06-30 | $592k | 9.5k | 62.34 |
2023-03-31 | $548k | 9.9k | 55.36 |
2022-12-31 | $448k | 9.2k | 48.68 |
2022-09-30 | $435k | 9.0k | 48.31 |
2022-06-30 | $442k | 8.8k | 50.04 |
2022-03-31 | $545k | 8.4k | 65.03 |
2021-12-31 | $493k | 6.9k | 71.76 |
2021-09-30 | $407k | 6.2k | 65.55 |
2021-06-30 | $445k | 6.9k | 64.83 |
2021-03-31 | $332k | 1.2k | 288.70 |
2020-12-31 | $343k | 1.2k | 289.45 |
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