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iShares Morningstar Large Growth shares owned by New Insight Wealth Advisors

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

Historical chart of New Insight Wealth 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 New Insight Wealth 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 New Insight Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $502k 4.8k 104.30
2025-06-30 $517k 5.3k 96.90
2025-03-31 $444k 5.5k 80.99
2024-12-31 $456k 5.1k 89.60

More positions owned by New Insight Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Inf Tech Etf (VGT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Global Tech Etf (IXN)
Tesla Motors (TSLA)
Amazon (AMZN)
Virtus Etf Tr Ii Kar Mid-cap Etf (KMID)
Microsoft Corporation (MSFT)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Specialized Funds Div App Etf (VIG)
Global E Online SHS (GLBE)

View all positions for New Insight Wealth 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