iShares Morningstar Large Growth shares owned by Madison Wealth Partners
Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Madison Wealth Partners
from 13F filings
Historical chart of Madison Wealth Partners investment in iShares Morningstar Large Growth
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All positions including iShares Morningstar Large Growth held by Madison Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Morningstar Large Growth by Madison Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 41k | 104.30 |
| 2025-06-30 | $4.0M | 41k | 96.90 |
| 2025-03-31 | $3.4M | 42k | 80.99 |
| 2024-12-31 | $4.1M | 45k | 89.60 |
| 2024-09-30 | $3.8M | 45k | 84.04 |
| 2024-06-30 | $3.6M | 45k | 81.41 |
| 2024-03-31 | $3.4M | 45k | 75.48 |
| 2023-12-31 | $3.0M | 44k | 67.82 |
| 2023-09-30 | $2.6M | 44k | 59.65 |
| 2023-06-30 | $2.7M | 44k | 62.34 |
| 2023-03-31 | $2.1M | 38k | 55.36 |
| 2022-12-31 | $1.7M | 36k | 48.68 |
| 2022-09-30 | $266k | 5.5k | 48.28 |
| 2022-06-30 | $317k | 6.3k | 50.04 |
| 2022-03-31 | $304k | 4.7k | 64.96 |
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