iShares Morningstar Large Growth shares owned by Outlook Wealth Advisors
Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Outlook Wealth Advisors
from 13F filings
Historical chart of Outlook Wealth Advisors investment in iShares Morningstar Large Growth
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Quarterly reported holdings in iShares Morningstar Large Growth by Outlook Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $536k | 6.0k | 89.60 |
| 2024-09-30 | $503k | 6.0k | 84.04 |
| 2024-06-30 | $348k | 6.0k | 58.16 |
| 2024-03-31 | $451k | 6.0k | 75.48 |
| 2023-12-31 | $437k | 6.5k | 67.82 |
| 2023-09-30 | $402k | 6.7k | 59.65 |
| 2023-06-30 | $428k | 6.9k | 62.34 |
| 2023-03-31 | $373k | 6.7k | 55.36 |
| 2022-12-31 | $328k | 6.7k | 48.68 |
| 2022-09-30 | $326k | 6.7k | 48.33 |
| 2022-06-30 | $338k | 6.7k | 50.11 |
| 2022-03-31 | $507k | 7.8k | 65.04 |
| 2021-12-31 | $648k | 9.0k | 71.80 |
| 2021-09-30 | $591k | 9.0k | 65.58 |
| 2021-06-30 | $577k | 8.9k | 64.74 |
| 2021-03-31 | $1.3M | 4.6k | 288.37 |
| 2020-12-31 | $1.7M | 5.9k | 289.84 |
| 2020-09-30 | $1.7M | 6.4k | 267.46 |
| 2020-06-30 | $1.1M | 4.6k | 234.42 |
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