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iShares Morningstar Large Growth shares owned by Sontag Advisory

Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Growth by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $46M 395k 117.02
2026-03-31 $442k 4.6k 95.49
2025-12-31 $483k 4.6k 104.03
2025-09-30 $483k 4.6k 104.30
2025-06-30 $448k 4.6k 96.90
2025-03-31 $222k 2.7k 81.00

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Sontag Advisory

Top funds holding iShares Morningstar Large Growth

LPL Financial
Morgan Stanley
Equitable Holdings
Atlantic Trust
Wells Fargo & Company
Financial Advisory Service
Envestnet Asset Management
Cetera Investment Advisers
B&D White Capital Company
Bank of America Corporation
Sontag Advisory
GM Advisory
Raymond James Financial
Ameriprise Financial
Commonwealth Equity Services

View all funds holding iShares Morningstar Large Growth