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iShares Morningstar Large Value shares owned by MGB Wealth Management

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

Historical chart of MGB 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 MGB 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 MGB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $154k 2.0k 76.86
2023-12-31 $141k 2.0k 70.62

More positions owned by MGB Wealth Management

Applovin Corp Com Cl A (APP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Broadcom (AVGO)
Marathon Petroleum Corp (MPC)
Canadian Natural Resources (CNQ)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
First Tr Exchange-traded Dj Internt Idx (FDN)
Vanguard Index Fds Growth Etf (VUG)
Eaton Corp SHS (ETN)
Amplify Etf Tr Cwp Enhanced Div (DIVO)

View all positions for MGB Wealth Management

Top funds holding iShares Morningstar Large Value

Steele Capital Management
Matrix Trust
Bank of America Corporation
Bank of New York Mellon
UBS Group
Raymond James & Associates
SPC Financial
Royal Bank of Canada
H D Vest Advisory Services
Wells Fargo & Company
Raymond James Financial Services Advisors
Commonwealth Equity Services
Lauer Wealth
CI Private Wealth
Jpmorgan Chase & Co

View all funds holding iShares Morningstar Large Value