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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
2025-09-30 $551k 6.0k 92.42
2025-06-30 $591k 6.9k 85.78
2025-03-31 $532k 6.9k 77.26
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 Ntl Eqty Etf (SCHF)
Schwab Strategic Tr S Tips Etf (SCHP)
Spdr S&p 500 Etf Tr R Unit (SPY)
Schwab Strategic Tr S Brd Mkt Etf (SCHB)
Schwab Strategic Tr Undamental Us B (FNDB)
Vanguard Index Fds Mall Cp Etf (VB)
Vanguard Specialized Funds Iv App Etf (VIG)
Ishares Tr Us 1000 Val Etf (IWD)
Ishares Tr Ips Bd Etf (TIP)
Schwab Strategic Tr Mrg Mkteq Etf (SCHE)
Tidal Trust Ii Lueprint Chesap (TFPN)
Ishares Tr &p Mc 400gr Etf (IJK)
Schwab Strategic Tr Undamental Us S (FNDA)
Ishares Tr &p Mc 400vl Etf (IJJ)
Ishares Tr Us 1000 Grw Etf (IWF)

View all positions for Brightwater Advisory

Top funds holding iShares Morningstar Large Core Idx

Morgan Stanley
Ameriprise Financial
Exchange Traded Concepts
Equitable Holdings
Advisor Group Holdings
LPL Financial
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Jpmorgan Chase & Co
H D Vest Advisory Services
Commonwealth Equity Services
UBS Group
Wealth Forward
CI Private Wealth
Gladstone Institutional Advisory

View all funds holding iShares Morningstar Large Core Idx