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iShares Morningstar Large Growth shares owned by Milestone Investment Advisors

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

Historical chart of Milestone Investment 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 Milestone Investment 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 Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $549k 5.3k 104.04

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust High Divid Etf (FDVV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Wisdomtree Tr Floatng Rat Trea (USFR)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Milestone Investment Advisors

Top funds holding iShares Morningstar Large Growth

Equitable Holdings
LPL Financial
Wells Fargo & Company
Financial Advisory Service
Cetera Investment Advisers
Atlantic Trust
B&D White Capital Company
Envestnet Asset Management
Jpmorgan Chase & Co
McKinley Carter Wealth Services
UBS Group
Commonwealth Equity Services
GM Advisory
Ameriprise Financial
Mml Investors Services

View all funds holding iShares Morningstar Large Growth