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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
2024-03-31 $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

Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ea Series Trust Freedom 100 Em (FRDM)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Costco Wholesale Corporation (COST)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Growth Etf (VUG)
Etfis Ser Tr I Virtus Newfleet (NFLT)

View all positions for Retirement Planning Group

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