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iShares Morningstar Large Growth shares owned by Wealthquest

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

Historical chart of Wealthquest investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Growth by Wealthquest

Quarter filed Position value Share count Share price at filing
2024-09-30 $863k 10k 82.90
2024-06-30 $880k 11k 81.41
2024-03-31 $907k 12k 75.48
2023-12-31 $1.9M 29k 67.82
2023-09-30 $1.8M 30k 59.65
2023-06-30 $1.9M 30k 62.34
2022-09-30 $2.7M 57k 48.26
2022-06-30 $36M 710k 50.09