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iShares Morningstar Large Growth shares owned by Sweet Financial Partners

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

Historical chart of Sweet Financial Partners investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Growth by Sweet Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 24k 75.48
2023-12-31 $1.6M 24k 67.82
2023-09-30 $1.4M 24k 59.65
2023-06-30 $1.5M 24k 62.34
2023-03-31 $1.3M 24k 55.36
2022-12-31 $1.2M 24k 48.68
2022-09-30 $1.2M 24k 48.26
2022-06-30 $1.2M 24k 50.08

More positions owned by Sweet Financial Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Intl Equity Index F Vanguard Intl Equity Index F (VEU)
Ishares Tr Exponential Tech (XT)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Growth Strength (FTGS)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Wisdomtree Tr Em Ex St-owned (XSOE)
Spdr Ser Tr Portfolio Short (SPSB)
Apple (AAPL)
Spdr Index Shs Fds S&p North Amer (NANR)
Microsoft Corporation (MSFT)
Visa Com Cl A (V)

View all positions for Sweet Financial Partners

Top funds holding iShares Morningstar Large Growth

Morgan Stanley
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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