iShares Morningstar Large Growth shares owned by Private Wealth Strategies
Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Private Wealth Strategies
from 13F filings
Historical chart of Private Wealth Strategies investment in iShares Morningstar Large Growth
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Quarterly reported holdings in iShares Morningstar Large Growth by Private Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.0M | 12k | 81.41 |
| 2024-03-31 | $932k | 12k | 75.48 |
| 2023-12-31 | $836k | 12k | 67.82 |
| 2023-09-30 | $733k | 12k | 59.65 |
| 2023-06-30 | $766k | 12k | 62.34 |
| 2023-03-31 | $680k | 12k | 55.36 |
| 2022-12-31 | $596k | 12k | 48.63 |
| 2022-09-30 | $590k | 12k | 48.23 |
| 2022-06-30 | $611k | 12k | 50.05 |
| 2022-03-31 | $792k | 12k | 64.94 |
| 2021-12-31 | $876k | 12k | 71.89 |
| 2021-09-30 | $798k | 12k | 65.55 |
| 2021-06-30 | $788k | 12k | 64.80 |
| 2021-03-31 | $701k | 2.4k | 288.48 |
| 2020-12-31 | $704k | 2.4k | 289.71 |
| 2020-09-30 | $650k | 2.4k | 267.71 |
| 2020-06-30 | $569k | 2.4k | 234.45 |
| 2020-03-31 | $567k | 3.1k | 185.78 |
| 2019-12-31 | $641k | 3.1k | 210.10 |
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