iShares Morningstar Large Growth shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in iShares Morningstar Large Growth
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Quarterly reported holdings in iShares Morningstar Large Growth by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $283k | 2.7k | 104.30 |
| 2025-06-30 | $263k | 2.7k | 96.92 |
| 2025-03-31 | $220k | 2.7k | 80.99 |
| 2024-12-31 | $243k | 2.7k | 89.58 |
| 2024-09-30 | $228k | 2.7k | 84.04 |
| 2024-06-30 | $221k | 2.7k | 81.42 |
| 2024-03-31 | $204k | 2.7k | 75.48 |
| 2023-12-31 | $184k | 2.7k | 67.83 |
| 2023-09-30 | $161k | 2.7k | 59.64 |
| 2023-06-30 | $169k | 2.7k | 62.34 |
| 2023-03-31 | $150k | 2.7k | 55.36 |
| 2022-12-31 | $132k | 2.7k | 48.69 |
| 2022-09-30 | $130k | 2.7k | 48.11 |
| 2022-06-30 | $135k | 2.7k | 49.96 |
| 2022-03-31 | $175k | 2.7k | 64.79 |
| 2021-12-31 | $195k | 2.7k | 72.20 |
| 2021-09-30 | $177k | 2.7k | 65.56 |
| 2021-06-30 | $174k | 2.7k | 64.44 |
| 2021-03-31 | $202k | 702 | 287.75 |
| 2020-12-31 | $215k | 702 | 306.27 |
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