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iShares Morningstar Large Growth shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Growth by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.1M 18k 117.02

More positions owned by Waterloo Capital

State Street Spdr Portfolio S&p 500 Etf St Str P500etf (SPYM)
Wal-Mart Stores (WMT)
State Street Spdr Portfolio S&p 500 Growth Etf ST STR P500GRW (SPYG)
Avantis U.s. Large Cap Value Etf Us Large Cap Vlu (AVLV)
Apple (AAPL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Fidelity Enhanced International Etf Enhanced Intl (FENI)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Ishares Msci Emerging Markets Ex China Etf Msci Emrg Chn (EMXC)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Aptus International Enhanced Yield Aptus Int Enh Yl (IDUB)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)
Access Treasury 0-1 Year Etf Acces Treasury (GBIL)
Aptus Defined Risk Etf Aptus Defined (DRSK)

View all positions for Waterloo Capital

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