SPC Financial »

iShares Morningstar Large Value shares owned by SPC Financial

Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by SPC Financial from 13F filings

Historical chart of SPC Financial investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Large Value by SPC Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $18M 252k 70.62
2023-09-30 $17M 258k 64.77
2023-06-30 $17M 261k 66.52
2023-03-31 $16M 256k 63.90
2022-12-31 $15M 242k 63.23
2022-09-30 $14M 248k 56.47
2022-06-30 $15M 250k 60.39
2022-03-31 $17M 253k 68.58
2021-12-31 $18M 259k 69.60
2021-09-30 $16M 256k 63.64
2021-06-30 $17M 258k 64.56
2021-03-31 $16M 134k 122.84
2020-12-31 $15M 130k 112.26
2020-09-30 $13M 129k 98.85
2020-06-30 $12M 126k 96.72
2020-03-31 $11M 121k 86.60
2019-12-31 $13M 109k 117.19
2019-09-30 $12M 108k 110.45
2019-06-30 $12M 108k 107.92
2019-03-31 $11M 107k 105.40
2018-12-31 $10M 104k 96.33
2018-09-30 $11M 103k 107.37
2018-06-30 $9.9M 98k 101.66
2018-03-31 $9.9M 97k 101.56
2017-12-31 $10M 95k 105.59
2017-09-30 $9.6M 97k 99.61
2017-06-30 $9.1M 95k 95.99
2017-03-31 $8.9M 92k 96.20
2016-12-31 $8.7M 93k 94.12
2016-09-30 $7.5M 85k 88.14
2016-06-30 $7.3M 84k 86.71
2016-03-31 $7.1M 84k 83.92
2015-12-31 $6.6M 80k 81.75
2015-09-30 $6.2M 80k 77.17
2015-06-30 $6.0M 72k 83.91
2015-03-31 $6.1M 72k 83.78
2014-12-31 $6.0M 70k 86.19
2014-09-30 $5.6M 66k 84.61
2014-06-30 $5.5M 65k 84.74
2014-03-31 $5.3M 65k 81.65
2013-12-31 $6.1M 76k 80.39
2013-09-30 $5.4M 73k 73.40
2013-06-30 $5.3M 73k 72.73
2013-03-31 $5.2M 73k 70.72
2012-12-31 $4.3M 67k 64.47
2012-09-30 $4.5M 68k 65.40
2012-06-30 $4.0M 65k 61.45
2012-03-31 $3.9M 62k 63.24
2011-12-31 $3.4M 57k 58.91
2011-09-30 $3.0M 57k 52.76
2011-06-30 $3.3M 52k 62.88

More positions owned by SPC Financial

Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Equal Weight Us (GSEW)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Wisdomtree Tr Intl Qulty Div (IQDG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Sp Smcp600vl Etf (IJS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Ishares Semicdtr (SOXX)
Ishares Tr Us Home Cons Etf (ITB)

View all positions for SPC Financial

Top funds holding iShares Morningstar Large Value

Matrix Trust
Steele Capital Management
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
Janney Montgomery Scott
CI Private Wealth

View all funds holding iShares Morningstar Large Value