iShares Morningstar Large Growth shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM Wealth Advisors investment in iShares Morningstar Large Growth
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All positions including iShares Morningstar Large Growth held by HHM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Morningstar Large Growth by HHM Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $576k | 7.6k | 75.48 |
2023-09-30 | $455k | 7.6k | 59.65 |
2023-06-30 | $475k | 7.6k | 62.34 |
2023-03-31 | $422k | 7.6k | 55.36 |
2022-12-31 | $371k | 7.6k | 48.68 |
2022-09-30 | $407k | 8.4k | 48.31 |
2022-06-30 | $422k | 8.4k | 50.09 |
2022-03-31 | $548k | 8.4k | 65.04 |
2021-12-31 | $548k | 7.6k | 71.87 |
2021-09-30 | $572k | 8.7k | 65.52 |
2021-06-30 | $555k | 8.6k | 64.80 |
2021-03-31 | $488k | 1.7k | 288.42 |
2020-12-31 | $442k | 1.5k | 289.84 |
2020-09-30 | $408k | 1.5k | 267.54 |
2020-06-30 | $358k | 1.5k | 234.75 |
2020-03-31 | $283k | 1.5k | 185.57 |
2019-12-31 | $320k | 1.5k | 209.84 |
2019-09-30 | $292k | 1.5k | 191.48 |
2019-06-30 | $293k | 1.5k | 192.13 |
2019-03-31 | $279k | 1.5k | 182.95 |
2018-12-31 | $242k | 1.5k | 158.69 |
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