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iShares Morningstar Large Growth shares owned by LRI Investments

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

Historical chart of LRI Investments investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Growth by LRI Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $647k 7.2k 89.42
2024-06-30 $589k 7.2k 81.41
2024-03-31 $565k 7.5k 75.48

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Assured Guaranty Stock (AGO)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Microsoft Corp Stock (MSFT)
Wisdomtree International Equity Fund Etf (DWM)
Meta Platforms Inc Cl A Stock (META)
Amazon Stock (AMZN)
Apple Stock (AAPL)
Trane Technologies Stock (TT)
Vanguard Real Estate Etf Etf (VNQ)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Dimensional International Small Cap Value Etf Etf (DISV)

View all positions for LRI Investments

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