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iShares Morningstar Large Growth shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment 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 WealthPlan Investment 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $230k 2.0k 117.02

More positions owned by WealthPlan Investment Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ea Series Trust Buff Us Buff Etf (BFLB)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Us Largecap Fund (EPS)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

View all positions for WealthPlan Investment Management

Top funds holding iShares Morningstar Large Growth

LPL Financial
Morgan Stanley
Equitable Holdings
Wells Fargo & Company
Financial Advisory Service
Envestnet Asset Management
Cetera Investment Advisers
Atlantic Trust
B&D White Capital Company
Bank of America Corporation
GM Advisory
Raymond James Financial
Ameriprise Financial
Commonwealth Equity Services
McKinley Carter Wealth Services

View all funds holding iShares Morningstar Large Growth