Wharton Business Group »

iShares Morningstar Large Growth shares owned by Wharton Business Group

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

Historical chart of Wharton Business Group investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Large Growth by Wharton Business Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $671k 8.0k 84.03
2024-06-30 $650k 8.0k 81.40
2024-03-31 $603k 8.0k 75.52
2023-12-31 $542k 8.0k 67.88
2023-09-30 $476k 8.0k 59.61
2023-06-30 $498k 8.0k 62.37
2023-03-31 $442k 8.0k 55.35
2022-12-31 $389k 8.0k 48.72
2022-09-30 $385k 8.0k 48.22
2022-06-30 $400k 8.0k 50.09
2022-03-31 $573k 8.0k 71.76
2021-12-31 $573k 8.0k 71.76
2021-06-30 $517k 8.0k 64.75
2021-03-31 $461k 1.6k 288.67
2020-12-31 $463k 1.6k 289.92
2020-09-30 $427k 1.6k 267.38
2020-06-30 $374k 1.6k 234.19
2020-03-31 $297k 1.6k 185.97
2019-12-31 $629k 3.0k 210.09
2019-09-30 $573k 3.0k 191.38
2019-06-30 $574k 3.0k 191.72
2019-03-31 $547k 3.0k 182.70
2018-12-31 $475k 3.0k 158.65
2018-09-30 $556k 3.0k 185.70
2018-06-30 $522k 3.0k 174.35
2018-03-31 $611k 3.7k 163.85
2017-12-31 $584k 3.7k 156.61
2017-09-30 $546k 3.7k 146.42
2017-06-30 $519k 3.7k 139.18
2017-03-31 $491k 3.7k 131.67
2016-12-31 $451k 3.7k 120.94
2016-09-30 $455k 3.7k 122.02
2016-06-30 $437k 3.7k 117.19
2016-03-31 $574k 4.9k 118.13
2015-12-31 $584k 4.9k 120.19
2015-09-30 $567k 5.1k 111.97
2015-06-30 $601k 5.1k 118.68
2015-03-31 $599k 5.1k 118.29
2014-12-31 $668k 5.9k 113.14
2014-09-30 $603k 5.5k 108.86
2014-06-30 $643k 6.0k 106.63
2014-03-31 $4.6M 46k 99.61
2013-12-31 $12M 122k 99.71
2013-09-30 $11M 126k 89.69
2013-06-30 $10M 123k 82.10