Captrust Financial Advisors »

iShares Morningstar Large Growth shares owned by Captrust Financial Advisors

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

Historical chart of Captrust 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 Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.9M 86k 104.30
2025-06-30 $8.3M 86k 96.90
2025-03-31 $6.9M 86k 80.99
2024-12-31 $7.6M 85k 89.60
2024-09-30 $6.8M 81k 84.04
2024-06-30 $6.6M 81k 81.41
2024-03-31 $6.1M 81k 75.48
2023-12-31 $5.7M 84k 67.82
2023-09-30 $4.4M 74k 59.65
2023-06-30 $4.6M 74k 62.34
2023-03-31 $4.1M 74k 55.36
2022-12-31 $3.7M 76k 48.68
2022-09-30 $3.8M 78k 48.27
2022-06-30 $3.9M 77k 50.09
2022-03-31 $4.9M 75k 65.00
2021-12-31 $5.5M 76k 71.82
2021-09-30 $5.0M 76k 65.55
2021-06-30 $4.4M 68k 64.75
2021-03-31 $4.0M 14k 288.49
2020-12-31 $4.5M 16k 289.86
2020-09-30 $4.2M 15k 270.24
2020-06-30 $3.7M 16k 238.09
2020-03-31 $377k 2.1k 176.33
2019-12-31 $409k 1.9k 212.69
2019-09-30 $2.9M 15k 191.47
2019-06-30 $2.9M 15k 191.86
2019-03-31 $421k 2.3k 183.04
2018-12-31 $305k 1.9k 158.61
2018-09-30 $10k 53 188.68
2018-06-30 $9.0k 53 169.81
2014-03-31 $201k 2.0k 99.70
2013-12-31 $201k 2.0k 99.70
2013-09-30 $180k 2.0k 89.73
2013-06-30 $164k 2.0k 82.00
2013-03-31 $163k 2.0k 81.50
2012-12-31 $153k 2.0k 76.50

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding iShares Morningstar Large Growth

Equitable Holdings
Morgan Stanley
LPL Financial
Wells Fargo & Company
Financial Advisory Service
Cetera Investment Advisers
Atlantic Trust
B&D White Capital Company
McKinley Carter Wealth Services
AdvisorShares Investments
H D Vest Advisory Services
Jpmorgan Chase & Co
UBS Group
Commonwealth Equity Services
Envestnet Asset Management

View all funds holding iShares Morningstar Large Growth