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iShares Morningstar Large Value shares owned by Integrated Wealth Management

Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Integrated Wealth Management from 13F filings

Historical chart of Integrated Wealth Management investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Value by Integrated Wealth Management

Quarter filed Position value Share count Share price at filing
2017-03-31 $332k 3.5k 96.12
2016-12-31 $280k 3.0k 94.18
2016-09-30 $215k 2.4k 88.30