iShares Morningstar Large Growth shares owned by Sigma Planning
Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Sigma Planning
from 13F filings
Historical chart of Sigma Planning investment in iShares Morningstar Large Growth
Tip: Access up to 7 years of quarterly data
All positions including iShares Morningstar Large Growth held by Sigma Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Morningstar Large Growth by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 15k | 104.30 |
| 2025-06-30 | $1.4M | 14k | 96.90 |
| 2025-03-31 | $1.1M | 14k | 80.99 |
| 2024-12-31 | $1.2M | 13k | 89.60 |
| 2024-09-30 | $1.1M | 13k | 84.04 |
| 2024-06-30 | $1000k | 12k | 81.41 |
| 2024-03-31 | $714k | 9.5k | 75.48 |
| 2023-12-31 | $293k | 4.3k | 67.82 |
| 2023-09-30 | $566k | 9.5k | 59.65 |
| 2023-06-30 | $593k | 9.5k | 62.35 |
| 2023-03-31 | $534k | 9.7k | 55.36 |
| 2022-12-31 | $451k | 9.3k | 48.68 |
| 2022-09-30 | $615k | 13k | 48.26 |
| 2022-06-30 | $625k | 13k | 50.06 |
| 2022-03-31 | $762k | 12k | 64.96 |
| 2021-12-31 | $862k | 12k | 71.85 |
| 2021-09-30 | $799k | 12k | 65.56 |
| 2021-06-30 | $705k | 11k | 64.74 |
| 2021-03-31 | $617k | 2.1k | 288.59 |
| 2020-12-31 | $701k | 2.4k | 290.03 |
| 2020-09-30 | $621k | 2.3k | 267.56 |
| 2020-06-30 | $519k | 2.2k | 234.52 |
| 2020-03-31 | $1.8M | 9.8k | 185.77 |
| 2019-12-31 | $384k | 1.8k | 210.07 |
| 2019-09-30 | $4.3M | 22k | 191.43 |
| 2019-06-30 | $285k | 1.5k | 192.05 |
| 2019-03-31 | $267k | 1.5k | 183.00 |
| 2018-12-31 | $225k | 1.4k | 158.45 |
| 2018-09-30 | $255k | 1.4k | 186.00 |
| 2018-06-30 | $279k | 1.6k | 174.70 |
| 2018-03-31 | $249k | 1.5k | 163.60 |
| 2017-12-31 | $238k | 1.5k | 156.58 |
| 2017-09-30 | $256k | 1.7k | 146.45 |
| 2015-09-30 | $327k | 2.9k | 111.99 |
| 2015-06-30 | $436k | 3.7k | 118.77 |
| 2015-03-31 | $387k | 3.3k | 118.31 |
| 2014-12-31 | $370k | 3.3k | 113.12 |
Top funds holding iShares Morningstar Large Growth
View all funds holding iShares Morningstar Large Growth