iShares Morningstar Large Growth shares owned by LJI Wealth Management
Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by LJI Wealth Management
from 13F filings
Historical chart of LJI Wealth Management investment in iShares Morningstar Large Growth
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Quarterly reported holdings in iShares Morningstar Large Growth by LJI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $455k | 4.4k | 104.30 |
| 2025-06-30 | $423k | 4.4k | 96.90 |
| 2025-03-31 | $353k | 4.4k | 80.99 |
| 2024-12-31 | $380k | 4.2k | 89.60 |
| 2024-09-30 | $356k | 4.2k | 84.04 |
| 2024-06-30 | $345k | 4.2k | 81.41 |
| 2024-03-31 | $320k | 4.2k | 75.48 |
| 2023-09-30 | $259k | 4.3k | 59.65 |
| 2023-06-30 | $273k | 4.4k | 62.34 |
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