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iShares Morningstar Large Growth shares owned by Private Advisor

Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Growth by Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 114k 104.30
2025-06-30 $2.3M 24k 96.90
2025-03-31 $2.0M 25k 80.99
2024-12-31 $2.6M 29k 89.60
2024-09-30 $2.6M 31k 84.04
2024-06-30 $11M 137k 81.41
2024-03-31 $2.1M 28k 75.48
2023-12-31 $1.8M 27k 67.82
2023-09-30 $1.6M 27k 59.65
2023-06-30 $1.7M 27k 62.34
2023-03-31 $1.5M 28k 55.36
2022-12-31 $1.4k 29k 0.05
2022-09-30 $1.4M 28k 48.26
2022-06-30 $1.4M 28k 50.09
2022-03-31 $1.8M 25k 71.83
2021-12-31 $1.8M 25k 71.83
2021-09-30 $1.4M 21k 65.55
2021-06-30 $1.1M 17k 64.76
2021-03-31 $890k 3.1k 288.59
2020-12-31 $525k 1.8k 290.06
2020-09-30 $504k 1.9k 267.52
2020-06-30 $7.7M 33k 234.47
2020-03-31 $5.5M 30k 185.73
2019-12-31 $467k 2.2k 209.79
2019-09-30 $381k 2.0k 191.27
2019-06-30 $495k 2.6k 192.01
2019-03-31 $773k 4.2k 182.79
2018-12-31 $3.2M 20k 158.51
2018-09-30 $2.9M 16k 185.83
2018-06-30 $396k 2.3k 174.76
2018-03-31 $225k 1.4k 163.87
2017-12-31 $222k 1.4k 163.12
2017-09-30 $559k 3.8k 148.28
2017-06-30 $322k 2.3k 140.31
2017-03-31 $311k 2.4k 131.22
2016-12-31 $403k 3.2k 124.65
2016-09-30 $505k 4.2k 120.93
2016-06-30 $555k 4.7k 118.09
2016-03-31 $627k 5.3k 118.19
2015-12-31 $752k 6.3k 120.24
2014-09-30 $33k 307 107.49

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View all positions for Private Advisor

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