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iShares Morningstar Large Growth shares owned by Merit Financial Group

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

Historical chart of Merit Financial Group investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Growth by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.3M 49k 67.82
2023-09-30 $2.9M 49k 59.65
2023-06-30 $3.0M 49k 62.34
2023-03-31 $2.7M 49k 55.36
2022-12-31 $2.4M 50k 48.68
2022-09-30 $2.4M 50k 48.27

More positions owned by Merit Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
United Parcel Service CL B (UPS)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Usd Inv Grde Etf (USIG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Microsoft Corporation (MSFT)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Merit Financial Group

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