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iShares Morningstar Large Growth shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in iShares Morningstar Large Growth

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All positions including iShares Morningstar Large Growth held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Large Growth by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $8.9M 109k 81.41
2024-03-31 $8.0M 106k 75.48

More positions owned by Pensionmark Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Tr National Mun Etf (MUB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Microsoft Corporation (MSFT)
Ishares Tr Rusel 2500 Etf (SMMD)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&P SML 600 GWT (IJT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Pensionmark Financial Group

Top funds holding iShares Morningstar Large Growth

Equitable Holdings
Morgan Stanley
LPL Financial
Wells Fargo & Company
Financial Advisory Service
Bank of America Corporation
AdvisorShares Investments
Commonwealth Equity Services
H D Vest Advisory Services
Jpmorgan Chase & Co
Mml Investors Services
Raymond James Financial Services Advisors
Rockefeller Capital Management
Kiley Juergens Wealth Management
Advisor Group Holdings

View all funds holding iShares Morningstar Large Growth