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iShares Morningstar Large Growth shares owned by Tred Avon Family Wealth

Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Tred Avon Family Wealth from 13F filings

Historical chart of Tred Avon Family Wealth investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Growth held by Tred Avon Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Large Growth by Tred Avon Family Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $202k 1.7k 117.02

More positions owned by Tred Avon Family Wealth

Bank of America Corporation (BAC)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Johnson & Johnson (JNJ)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Palo Alto Networks (PANW)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Tred Avon Family Wealth

Top funds holding iShares Morningstar Large Growth

LPL Financial
Morgan Stanley
Envestnet Asset Management
Atlantic Trust
Wells Fargo & Company
Cetera Investment Advisers
Ameriprise Financial
Financial Advisory Service
B&D White Capital Company
Jpmorgan Chase & Co
Bank of America Corporation
Sontag Advisory
Raymond James Financial
GM Advisory
Commonwealth Equity Services

View all funds holding iShares Morningstar Large Growth