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iShares Morningstar Large Growth shares owned by McClarren Financial Advisors

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

Historical chart of McClarren Financial Advisors investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Growth by McClarren Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $143k 2.1k 67.77
2023-09-30 $125k 2.1k 59.50
2023-06-30 $130k 2.1k 61.88
2023-03-31 $116k 2.1k 55.29
2022-12-31 $101k 2.1k 48.26
2022-09-30 $100k 2.1k 47.89
2022-03-31 $135k 2.1k 64.78
2021-12-31 $150k 2.1k 72.05
2021-09-30 $136k 2.1k 65.42
2021-06-30 $134k 2.1k 64.55
2021-03-31 $120k 415 289.16

More positions owned by McClarren Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard World Mega Cap Index (MGC)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Msci Kld400 Soc (DSI)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for McClarren Financial Advisors

Top funds holding iShares Morningstar Large Growth

Wells Fargo & Company
Financial Advisory Service
Bank of America Corporation
Atlantic Trust
Commonwealth Equity Services
H D Vest Advisory Services
UBS Group
Jpmorgan Chase & Co
Advisor Group Holdings
Raymond James Financial Services Advisors
Rockefeller Capital Management
Kiley Juergens Wealth Management
Sanctuary Wealth Management
CI Private Wealth
Cornerstone Wealth Management

View all funds holding iShares Morningstar Large Growth