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iShares Morningstar Large Growth shares owned by Retirement Planning Group

Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Retirement Planning Group from 13F filings

Historical chart of Retirement Planning Group investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Growth by Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 37k 84.04
2024-06-30 $3.0M 37k 81.41
2024-03-31 $3.8M 51k 75.48
2023-12-31 $3.4M 51k 67.82
2023-09-30 $3.2M 54k 59.65
2023-06-30 $3.4M 54k 62.34
2023-03-31 $3.0M 54k 55.36
2022-12-31 $2.7M 56k 48.68

More positions owned by Retirement Planning Group

Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Ishares Tr Msci Intl Qualty (IQLT)
Pimco Etf Tr Multisector Bd (PYLD)
Ea Series Trust Freedom 100 Em (FRDM)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Victory Portfolios Ii Core Intrmediate (UBND)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Etfis Ser Tr I Virtus Newfleet (NFLT)

View all positions for Retirement Planning Group

Top funds holding iShares Morningstar Large Growth

Equitable Holdings
Morgan Stanley
LPL Financial
Wells Fargo & Company
Financial Advisory Service
Bank of America Corporation
AdvisorShares Investments
Commonwealth Equity Services
H D Vest Advisory Services
Jpmorgan Chase & Co
Mml Investors Services
Raymond James Financial Services Advisors
Rockefeller Capital Management
Kiley Juergens Wealth Management
Advisor Group Holdings

View all funds holding iShares Morningstar Large Growth