iShares Morningstar Large Growth shares owned by Sweet Financial Partners
Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Sweet Financial Partners
from 13F filings
Historical chart of Sweet Financial Partners investment in iShares Morningstar Large Growth
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Quarterly reported holdings in iShares Morningstar Large Growth by Sweet Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 24k | 84.04 |
| 2024-06-30 | $2.0M | 24k | 81.41 |
| 2024-03-31 | $1.8M | 24k | 75.48 |
| 2023-12-31 | $1.6M | 24k | 67.82 |
| 2023-09-30 | $1.4M | 24k | 59.65 |
| 2023-06-30 | $1.5M | 24k | 62.34 |
| 2023-03-31 | $1.3M | 24k | 55.36 |
| 2022-12-31 | $1.2M | 24k | 48.68 |
| 2022-09-30 | $1.2M | 24k | 48.26 |
| 2022-06-30 | $1.2M | 24k | 50.08 |
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