Vision Capital Management »

iShares Morningstar Large Growth shares owned by Vision Capital Management

Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Vision Capital Management from 13F filings

Historical chart of Vision Capital Management investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Growth held by Vision Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Large Growth by Vision Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $457k 6.7k 67.82
2023-06-30 $420k 6.7k 62.34
2023-03-31 $373k 6.7k 55.36
2022-12-31 $328k 6.7k 48.68
2022-09-30 $325k 6.7k 48.22
2022-06-30 $338k 6.7k 50.15
2022-03-31 $438k 6.7k 64.99
2021-12-31 $484k 6.7k 71.81
2021-09-30 $442k 6.7k 65.58
2021-06-30 $436k 6.7k 64.69
2021-03-31 $389k 1.3k 288.58
2020-12-31 $396k 1.4k 289.69
2020-09-30 $372k 1.4k 267.43
2020-06-30 $343k 1.5k 234.29
2020-03-31 $296k 1.6k 185.58
2019-12-31 $335k 1.6k 210.03
2019-09-30 $305k 1.6k 191.22
2019-06-30 $342k 1.8k 191.60
2019-03-31 $326k 1.8k 182.63
2018-12-31 $292k 1.8k 158.70
2018-09-30 $342k 1.8k 185.87
2018-06-30 $321k 1.8k 174.46
2018-03-31 $310k 1.9k 164.02
2017-12-31 $323k 2.1k 156.42
2017-09-30 $331k 2.3k 146.46
2017-06-30 $315k 2.3k 139.38
2017-03-31 $302k 2.3k 131.59
2016-12-31 $278k 2.3k 121.13
2016-09-30 $305k 2.5k 121.76
2016-06-30 $289k 2.5k 117.19
2016-03-31 $291k 2.5k 118.00
2015-12-31 $337k 2.8k 120.14
2015-09-30 $314k 2.8k 111.94
2015-06-30 $370k 3.1k 118.67
2015-03-31 $467k 3.9k 118.29
2014-09-30 $439k 4.0k 108.72
2014-06-30 $469k 4.4k 106.76
2014-03-31 $547k 5.5k 99.67
2013-12-31 $693k 6.9k 99.73
2013-09-30 $637k 7.1k 89.74
2013-06-30 $612k 7.5k 82.06
2013-03-31 $1.1M 13k 81.72
2012-12-31 $1.3M 18k 76.51
2012-09-30 $1.5M 19k 79.17
2012-06-30 $1.5M 20k 73.82
2012-03-31 $1.6M 20k 77.14
2011-12-31 $1.5M 23k 65.93
2011-09-30 $1.8M 31k 60.18
2011-06-30 $2.7M 40k 68.16
2011-03-31 $2.9M 43k 68.15
2010-12-31 $3.2M 49k 65.53

More positions owned by Vision Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Msci Intl (IDEV)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Iboxx Inv Cp Etf (LQD)
U Haul Holding Company Com Ser N (UHAL.B)
Sherwin-Williams Company (SHW)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Vision Capital Management

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