ILCG ISHARES TRUST MORNINGSTAR GRWT ETF

Ownership history in Fortune 45 LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Fortune 45 LLC reported a position in ISHARES TRUST MORNINGSTAR GRWT ETF (ILCG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.85% (2022 Q1)
Avg. % of fund
0.55%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 6,935 +10 +0.1% 0.35% $723K $103.94
2025 Q3 ADDED 6,925 +9 +0.1% 0.37% $719K $104.05
2025 Q2 REDUCED 6,916 -6 -0.1% 0.39% $670K $96.54
2025 Q1 ADDED 6,922 +8 +0.1% 0.37% $561K $80.60
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ILCG price (monthly, adj. close)
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