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iShares Morningstar Large Growth shares owned by Merited Wealth

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

Historical chart of Merited Wealth investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Growth by Merited Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $490k 5.1k 95.48

More positions owned by Merited Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Capital Group Core Balanced SHS (CGBL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Capital Group Global Equity SHS (CGGE)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Growe Shs Etf (CGDG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Lennar Corp Cl A (LEN)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard World Mega Grwth Ind (MGK)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)

View all positions for Merited Wealth

Top funds holding iShares Morningstar Large Growth

LPL Financial
Morgan Stanley
Equitable Holdings
Wells Fargo & Company
Envestnet Asset Management
Cetera Investment Advisers
Financial Advisory Service
Atlantic Trust
Bank of America Corporation
GM Advisory
B&D White Capital Company
Ameriprise Financial
Commonwealth Equity Services
McKinley Carter Wealth Services
Advisor Group Holdings

View all funds holding iShares Morningstar Large Growth