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iShares Morningstar Large Growth shares owned by Summit Asset Management

Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Summit Asset Management from 13F filings

Historical chart of Summit Asset Management investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Growth by Summit Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $616k 9.1k 67.82
2023-09-30 $542k 9.1k 59.65
2023-06-30 $566k 9.1k 62.34
2023-03-31 $600k 11k 55.36
2022-12-31 $527k 11k 48.68
2022-09-30 $523k 11k 48.29
2022-06-30 $542k 11k 50.05
2022-03-31 $704k 11k 65.00
2021-12-31 $778k 11k 71.84
2021-09-30 $710k 11k 65.56
2021-06-30 $701k 11k 64.73
2021-03-31 $625k 2.2k 288.55
2020-12-31 $628k 2.2k 289.94
2020-09-30 $579k 2.2k 267.31
2020-06-30 $605k 2.6k 234.41
2020-03-31 $479k 2.6k 185.59
2019-12-31 $542k 2.6k 210.00
2019-09-30 $494k 2.6k 191.40
2019-06-30 $495k 2.6k 191.79
2019-03-31 $472k 2.6k 182.87
2018-12-31 $409k 2.6k 158.47
2018-09-30 $498k 2.7k 185.75
2018-06-30 $468k 2.7k 174.56
2018-03-31 $439k 2.7k 163.74
2017-12-31 $420k 2.7k 156.66
2017-09-30 $392k 2.7k 146.21
2017-06-30 $388k 2.8k 139.37
2017-03-31 $367k 2.8k 131.82
2016-12-31 $337k 2.8k 121.05
2016-09-30 $339k 2.8k 121.77
2016-06-30 $336k 2.9k 117.24
2016-03-31 $339k 2.9k 118.28
2015-12-31 $345k 2.9k 120.38
2015-09-30 $332k 3.0k 111.94
2015-06-30 $352k 3.0k 118.68
2015-03-31 $351k 3.0k 118.34
2014-12-31 $336k 3.0k 113.28
2014-09-30 $323k 3.0k 108.90
2014-06-30 $316k 3.0k 106.54
2014-03-31 $295k 3.0k 99.46
2013-12-31 $296k 3.0k 99.80
2013-09-30 $294k 3.3k 89.72
2013-06-30 $269k 3.3k 82.09
2012-12-31 $305k 4.0k 76.40
2012-09-30 $331k 4.2k 79.24
2012-06-30 $333k 4.5k 73.72
2012-03-31 $348k 4.5k 77.04
2011-12-31 $298k 4.5k 65.97
2011-09-30 $302k 5.0k 60.26
2011-06-30 $342k 5.0k 68.24

More positions owned by Summit Asset Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Internl Divid (SCHY)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)

View all positions for Summit Asset Management

Top funds holding iShares Morningstar Large Growth

Wells Fargo & Company
Financial Advisory Service
Bank of America Corporation
Atlantic Trust
Commonwealth Equity Services
H D Vest Advisory Services
UBS Group
Jpmorgan Chase & Co
Advisor Group Holdings
Raymond James Financial Services Advisors
Rockefeller Capital Management
Kiley Juergens Wealth Management
Sanctuary Wealth Management
CI Private Wealth
Cornerstone Wealth Management

View all funds holding iShares Morningstar Large Growth