Bawa N Mallick Trust »

iShares Morningstar Large Core Idx shares owned by Bawa N Mallick Trust

Quarter-by-quarter ownership of iShares Morningstar Large Core Idx (ILCB) shares owned by Bawa N Mallick Trust from 13F filings

Historical chart of Bawa N Mallick Trust 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 Bawa N Mallick Trust 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 Core Idx by Bawa N Mallick Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 12k 94.38
2025-09-30 $1.1M 12k 92.42
2025-06-30 $1.1M 12k 85.78
2025-03-31 $958k 12k 77.26
2024-12-31 $1.0M 12k 81.16

More positions owned by Bawa N Mallick Trust

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Expanded Tech (IGV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Series Trust State Street Spd (SPYG)
Vanguard World Mega Grwth Ind (MGK)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)

View all positions for Bawa N Mallick Trust

Top funds holding iShares Morningstar Large Core Idx

Exchange Traded Concepts
Ameriprise Financial
Equitable Holdings
LPL Financial
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Jpmorgan Chase & Co
Commonwealth Equity Services
Raymond James Financial
UBS Group
Wealth Forward
CI Private Wealth
Gladstone Institutional Advisory
Wells Fargo & Company
Merit Financial Group

View all funds holding iShares Morningstar Large Core Idx