iShares Morningstar Large Growth shares owned by Towerpoint Wealth
Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Towerpoint Wealth
from 13F filings
Historical chart of Towerpoint Wealth investment in iShares Morningstar Large Growth
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Quarterly reported holdings in iShares Morningstar Large Growth by Towerpoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 19k | 84.04 |
| 2024-06-30 | $1.6M | 20k | 81.41 |
| 2024-03-31 | $1.5M | 21k | 75.48 |
| 2023-12-31 | $1.4M | 21k | 67.82 |
| 2023-09-30 | $1.3M | 23k | 59.65 |
| 2023-06-30 | $1.5M | 24k | 62.34 |
| 2023-03-31 | $1.4M | 25k | 55.36 |
| 2022-12-31 | $1.2M | 26k | 48.68 |
| 2022-09-30 | $1.4M | 28k | 48.27 |
| 2022-06-30 | $1.4M | 28k | 50.08 |
| 2022-03-31 | $1.9M | 30k | 65.00 |
| 2021-12-31 | $2.2M | 30k | 71.82 |
| 2021-09-30 | $2.0M | 30k | 65.54 |
| 2021-06-30 | $2.0M | 30k | 64.74 |
| 2021-03-31 | $1.9M | 6.5k | 288.48 |
| 2020-12-31 | $2.1M | 7.1k | 289.92 |
| 2020-09-30 | $2.1M | 7.7k | 267.41 |
| 2020-06-30 | $2.3M | 9.7k | 234.48 |
| 2020-03-31 | $1.9M | 11k | 185.71 |
| 2019-12-31 | $2.3M | 11k | 209.92 |
| 2019-09-30 | $2.2M | 11k | 191.42 |
| 2019-06-30 | $2.2M | 11k | 194.81 |
| 2019-03-31 | $2.1M | 11k | 182.81 |
| 2018-12-31 | $1.8M | 12k | 158.51 |
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