iShares Morningstar Large Growth shares owned by XML Financial
Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by XML Financial
from 13F filings
Historical chart of XML Financial investment in iShares Morningstar Large Growth
Tip: Access up to 7 years of quarterly data
All positions including iShares Morningstar Large Growth held by XML Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Morningstar Large Growth by XML Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 18k | 104.30 |
| 2025-06-30 | $1.7M | 18k | 96.90 |
| 2025-03-31 | $1.5M | 18k | 80.99 |
| 2024-12-31 | $1.3M | 14k | 89.60 |
| 2024-09-30 | $1.5M | 18k | 84.04 |
| 2024-06-30 | $1.5M | 18k | 81.41 |
| 2024-03-31 | $1.4M | 18k | 75.48 |
| 2023-09-30 | $1.1M | 19k | 59.65 |
| 2023-06-30 | $1.2M | 19k | 62.34 |
| 2023-03-31 | $1.0M | 19k | 55.36 |
| 2022-12-31 | $902k | 19k | 48.68 |
| 2022-09-30 | $906k | 19k | 48.26 |
| 2022-06-30 | $954k | 19k | 50.09 |
| 2022-03-31 | $1.2M | 19k | 65.00 |
| 2021-12-31 | $1.3M | 18k | 71.83 |
| 2021-09-30 | $1.2M | 18k | 65.53 |
| 2021-06-30 | $1.2M | 18k | 64.75 |
| 2021-03-31 | $1.0M | 3.6k | 288.34 |
| 2020-12-31 | $1.0M | 3.6k | 290.02 |
| 2020-09-30 | $971k | 3.6k | 267.49 |
| 2020-06-30 | $639k | 2.7k | 234.58 |
| 2020-03-31 | $506k | 2.7k | 185.76 |
| 2019-12-31 | $447k | 2.1k | 209.96 |
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