iShares Morningstar Large Growth shares owned by Optivise Advisory Services
Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Optivise Advisory Services
from 13F filings
Historical chart of Optivise Advisory Services investment in iShares Morningstar Large Growth
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Quarterly reported holdings in iShares Morningstar Large Growth by Optivise Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $489k | 4.7k | 104.29 |
| 2025-06-30 | $985k | 10k | 96.90 |
| 2025-03-31 | $814k | 10k | 80.99 |
| 2024-12-31 | $902k | 10k | 89.60 |
| 2024-09-30 | $805k | 9.6k | 84.04 |
| 2024-06-30 | $803k | 9.9k | 81.41 |
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