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iShares Morningstar Large Core Idx shares owned by Brightwater Advisory

Quarter-by-quarter ownership of iShares Morningstar Large Core Idx (ILCB) shares owned by Brightwater Advisory from 13F filings

Historical chart of Brightwater Advisory 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 Brightwater Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Large Core Idx by Brightwater Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $584k 7.4k 79.23
2024-06-30 $574k 7.6k 75.17
2024-03-31 $564k 7.8k 72.47

More positions owned by Brightwater Advisory

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Fundamental Us B (FNDB)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Rus 1000 Val Etf (IWD)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Fundamental Us S (FNDA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Tidal Tr Ii Blueprint Chesap (TFPN)
Ishares Tr S&p Mc 400vl Etf (IJJ)
AFLAC Incorporated (AFL)

View all positions for Brightwater Advisory

Top funds holding iShares Morningstar Large Core Idx

Morgan Stanley
Equitable Holdings
Wells Fargo & Company
LPL Financial
Advisor Group Holdings
Wealth Enhancement Advisory Services
Bank of America Corporation
H D Vest Advisory Services
Commonwealth Equity Services
Jpmorgan Chase & Co
Gladstone Institutional Advisory
Private Advisor
Raymond James Financial Services Advisors
CI Private Wealth
Cambridge Investment Research Advisors

View all funds holding iShares Morningstar Large Core Idx