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iShares Morningstar Large Growth shares owned by LongView Wealth Management

Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by LongView Wealth Management from 13F filings

Historical chart of LongView Wealth Management investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Growth by LongView Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 137k 84.04
2024-06-30 $10M 124k 81.41
2024-03-31 $8.5M 112k 75.48
2023-12-31 $6.4M 94k 67.36

More positions owned by LongView Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Home Depot (HD)
Apple (AAPL)
Ishares Tr Morningstar Grwt (ILCG)
Genuine Parts Company (GPC)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Blackrock Ultra (ICSH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Intl Qualty (IQLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for LongView Wealth Management

Top funds holding iShares Morningstar Large Growth

Equitable Holdings
Morgan Stanley
LPL Financial
Wells Fargo & Company
Financial Advisory Service
Bank of America Corporation
AdvisorShares Investments
Commonwealth Equity Services
H D Vest Advisory Services
Jpmorgan Chase & Co
Mml Investors Services
Raymond James Financial Services Advisors
Rockefeller Capital Management
Kiley Juergens Wealth Management
Advisor Group Holdings

View all funds holding iShares Morningstar Large Growth