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iShares Morningstar Large Growth shares owned by Proactive Wealth Strategies

Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Proactive Wealth Strategies from 13F filings

Historical chart of Proactive Wealth Strategies investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Growth by Proactive Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 9.6k 104.30
2025-06-30 $936k 9.7k 96.89
2025-03-31 $786k 9.7k 81.03
2024-12-31 $892k 10k 89.63
2024-09-30 $835k 9.9k 84.02

More positions owned by Proactive Wealth Strategies

First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
NVIDIA Corporation (NVDA)
RBB Us Treas 3 Mnth (TBIL)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Palo Alto Networks (PANW)
Apple (AAPL)
First Tr Exchange-traded SHS (FVD)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchange Traded Indls Prod Dur (FXR)
Sprott Asset Management Physical Silver (PSLV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Sprott Asset Management Physical Gold Tr (PHYS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Proactive Wealth Strategies

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