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iShares Morningstar Large Growth shares owned by SWMG

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

Historical chart of SWMG investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Growth by SWMG

Quarter filed Position value Share count Share price at filing
2024-03-31 $403k 5.3k 75.48
2023-12-31 $287k 4.2k 67.82

More positions owned by SWMG

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)

View all positions for SWMG

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