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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

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

Quarter filed Position value Share count Share price at filing
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)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust 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