Surevest »

iShares Morningstar Large Growth shares owned by Surevest

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

Historical chart of Surevest investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Growth held by Surevest 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 Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $5.1M 106k 48.26
2022-06-30 $4.1M 82k 50.09
2022-03-31 $5.1M 79k 65.00
2021-12-31 $304k 4.2k 71.85

More positions owned by Surevest

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Acwi Ex Us (ACWX)
Apple (AAPL)
Ishares Tr Morningstar Valu (ILCV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Morningstr Us Eq (ILCB)
Palo Alto Networks (PANW)
Ishares Tr Morningstar Grwt (ILCG)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Genuine Parts Company (GPC)
Philip Morris International (PM)

View all positions for Surevest

Top funds holding iShares Morningstar Large Growth

Morgan Stanley
LPL Financial
Thrive Capital Management
Wells Fargo & Company
Financial Advisory Service
Bank of America Corporation
Atlantic Trust
Commonwealth Equity Services
Ameriprise Financial
H D Vest Advisory Services
UBS Group
Jpmorgan Chase & Co
Advisor Group Holdings
Raymond James Financial Services Advisors
Envestnet Asset Management

View all funds holding iShares Morningstar Large Growth