iShares Morningstar Large Growth shares owned by Sowell Financial Services
Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services investment in iShares Morningstar Large Growth
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Quarterly reported holdings in iShares Morningstar Large Growth by Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $230k | 2.2k | 104.30 |
| 2025-06-30 | $214k | 2.2k | 96.88 |
| 2025-03-31 | $256k | 3.2k | 81.00 |
| 2023-06-30 | $2.7M | 43k | 62.34 |
| 2023-03-31 | $1.9M | 35k | 55.36 |
| 2021-12-31 | $2.9M | 40k | 71.82 |
| 2021-09-30 | $1.9M | 29k | 65.56 |
| 2021-06-30 | $1.4M | 22k | 64.77 |
| 2021-03-31 | $1.2M | 20k | 60.45 |
| 2020-12-31 | $116k | 400 | 290.00 |
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