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iShares Morningstar Large Growth shares owned by Wealthstream Advisors

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

Historical chart of Wealthstream Advisors investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Growth by Wealthstream Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 14k 84.04
2024-06-30 $1.1M 14k 81.41
2024-03-31 $1.0M 14k 75.48
2023-12-31 $920k 14k 67.82

More positions owned by Wealthstream Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Equity Market (DFUS)
Life360 (LIF)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Russell 3000 Etf (IWV)
American Centy Etf Tr Avantis All Eqt (AVGE)
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Wealthstream Advisors

Top funds holding iShares Morningstar Large Growth

Equitable Holdings
LPL Financial
Wells Fargo & Company
Financial Advisory Service
Bank of America Corporation
Atlantic Trust
Commonwealth Equity Services
H D Vest Advisory Services
Ameriprise Financial
UBS Group
Jpmorgan Chase & Co
Mml Investors Services
Raymond James Financial Services Advisors
Rockefeller Capital Management
Kiley Juergens Wealth Management

View all funds holding iShares Morningstar Large Growth