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iShares Morningstar Large Core Idx shares owned by Jackson Wealth Management

Quarter-by-quarter ownership of iShares Morningstar Large Core Idx (ILCB) shares owned by Jackson Wealth Management from 13F filings

Historical chart of Jackson Wealth Management investment in iShares Morningstar Large Core Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Core Idx held by Jackson Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Large Core Idx by Jackson Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.9M 151k 65.76

More positions owned by Jackson Wealth Management

U S Treasury Bill Tsrys56663
Vanguard Index Fds Sp 500 Etf Voo (VOO)
Microsoft Corp MSFT (MSFT)
Schwab Value Advantage Money Ultra Snaxx (SNAXX)
Apple Aapl (AAPL)
Schwab Value Advantage Money Inv SWVXX (SWVXX)
Broadcom Avgo (AVGO)
Cash 0
Ishares Tr Core Sp500 Etf Ivv (IVV)
Spdr Ser Tr Portfolio Sp500 SPLG (SPLG)
Kla Corp Klac (KLAC)
Mastercard Incorporated Cl A Ma (MA)
Costco Whsl Corp Cost (COST)
Ishares Tr Morningstr Us Eq Ilcb (ILCB)
Vanguard Specialized Funds Div App Etf Vig (VIG)

View all positions for Jackson Wealth Management

Top funds holding iShares Morningstar Large Core Idx

Wealth Enhancement Advisory Services
H D Vest Advisory Services
Commonwealth Equity Services
Jackson Wealth Management
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Gladstone Institutional Advisory
CI Private Wealth
Advisor Group Holdings
Merit Financial Group
Benchmark Wealth Management
Brand Asset Management Group
Crestwood Advisors

View all funds holding iShares Morningstar Large Core Idx