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
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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 |
|---|---|---|---|
| 2025-09-30 | $4.4M | 42k | 104.30 |
| 2025-06-30 | $4.0M | 42k | 96.90 |
| 2025-03-31 | $3.0M | 37k | 80.99 |
| 2024-12-31 | $3.4M | 37k | 89.60 |
| 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 |
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