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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
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

More positions owned by Wealthquest

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Scottsdate FDS Vng Rus1000grw (VONG)
iShares TR Core MSCI EAFE (IEFA)
SPDR Total Stk Mkt (SPTM)
F/m Investments US Treasury 2 Year (UTWO)
American Financial (AFG)
F/M Investments 12 Month Bill (OBIL)
Ishares Tr Core S&p Mcp Etf (IJH)
F/m Investments Us Tbil (TBIL)
Vanguard Index FDS Small CP ETF (VB)
Procter & Gamble Company (PG)
F/M Investments US Tbill 6 Month (XBIL)
Vanguard Index Fds Mid Cap Etf (VO)
Innovator ETFS TR US Equity 10 Buffer (ZALT)
Innovator ETFS TR S&P 500 Buffer Jul (BJUL)

View all positions for Wealthquest

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