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iShares Morningstar Large Growth shares owned by LifeSteps Financial

Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by LifeSteps Financial from 13F filings

Historical chart of LifeSteps Financial investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Growth held by LifeSteps Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Large Growth by LifeSteps Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $40k 344 117.10

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Schwab U.s. Mid-cap Etf Etf (SCHM)

View all positions for LifeSteps Financial

Top funds holding iShares Morningstar Large Growth

LPL Financial
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GM Advisory
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B&D White Capital Company
Ameriprise Financial
Commonwealth Equity Services
McKinley Carter Wealth Services

View all funds holding iShares Morningstar Large Growth