Center for Wealth Management Advisory »

iShares Morningstar Large Core Idx shares owned by Center for Wealth Management Advisory

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

Historical chart of Center for Wealth Management 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 Center for Wealth Management Advisory 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 Center for Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.7M 93k 94.38

More positions owned by Center for Wealth Management Advisory

Invesco Exchange Traded Fd T Large Cap Growth (PWB)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Morningstr Us Eq (ILCB)
First Tr Exchange-traded SHS (FVD)
Vaneck Etf Trust Semiconductr Etf (SMH)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
Broadcom (AVGO)
Morgan Stanley Com New (MS)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
UnitedHealth (UNH)
FedEx Corporation (FDX)
Abbott Laboratories (ABT)
CVS Caremark Corporation (CVS)

View all positions for Center for Wealth Management Advisory

Top funds holding iShares Morningstar Large Core Idx

Exchange Traded Concepts
Ameriprise Financial
Equitable Holdings
LPL Financial
Cetera Investment Advisers
Commonwealth Equity Services
Raymond James Financial
UBS Group
Wealth Forward
CI Private Wealth
Center for Wealth Management Advisory
Gladstone Institutional Advisory
Wells Fargo & Company
Merit Financial Group
Advisor Group Holdings

View all funds holding iShares Morningstar Large Core Idx