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iShares Morningstar Large Growth shares owned by Sage Mountain Advisors

Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Sage Mountain Advisors from 13F filings

Historical chart of Sage Mountain Advisors investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Growth by Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $10k 100 104.30
2025-06-30 $9.7k 100 96.90
2025-03-31 $8.1k 100 80.99
2024-12-31 $9.0k 100 89.60

More positions owned by Sage Mountain Advisors

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Golub Capital BDC (GBDC)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Msci Usa Strtgic (QUS)
Broadcom (AVGO)
Janus Detroit Str Tr Henderson Mtg (JMBS)

View all positions for Sage Mountain Advisors

Top funds holding iShares Morningstar Large Growth

Equitable Holdings
LPL Financial
Wells Fargo & Company
Financial Advisory Service
Cetera Investment Advisers
Atlantic Trust
B&D White Capital Company
McKinley Carter Wealth Services
AdvisorShares Investments
Jpmorgan Chase & Co
UBS Group
Commonwealth Equity Services
Envestnet Asset Management
Ameriprise Financial
GM Advisory

View all funds holding iShares Morningstar Large Growth