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iShares Morningstar Large Value shares owned by Sweet Financial Partners

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

Historical chart of Sweet Financial Partners investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Value by Sweet Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $930k 12k 76.86
2023-12-31 $851k 12k 70.62
2023-09-30 $771k 12k 64.77
2023-06-30 $792k 12k 66.52
2023-03-31 $757k 12k 63.90
2022-12-31 $745k 12k 63.23
2022-09-30 $661k 12k 56.42
2022-06-30 $702k 12k 60.37

More positions owned by Sweet Financial Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Intl Equity Index F Vanguard Intl Equity Index F (VEU)
Ishares Tr Exponential Tech (XT)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Growth Strength (FTGS)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Wisdomtree Tr Em Ex St-owned (XSOE)
Spdr Ser Tr Portfolio Short (SPSB)
Apple (AAPL)
Spdr Index Shs Fds S&p North Amer (NANR)
Microsoft Corporation (MSFT)
Visa Com Cl A (V)

View all positions for Sweet Financial Partners

Top funds holding iShares Morningstar Large Value

Steele Capital Management
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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