Chapin Davis »

iShares Morningstar Large Core Idx shares owned by Chapin Davis

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

Historical chart of Chapin Davis 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 Chapin Davis 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 Chapin Davis

Quarter filed Position value Share count Share price at filing
2024-03-31 $571k 7.9k 72.47
2023-12-31 $504k 7.7k 65.76
2023-09-30 $466k 7.9k 58.90
2023-06-30 $483k 7.9k 61.08
2023-03-31 $443k 7.8k 56.41
2022-12-31 $288k 5.5k 52.64

More positions owned by Chapin Davis

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Fair Isaac Corporation (FICO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Chevron Corporation (CVX)
Uber Technologies (UBER)
Arista Networks (ANET)
General Electric Com New (GE)

View all positions for Chapin Davis

Top funds holding iShares Morningstar Large Core Idx

Wealth Enhancement Advisory Services
H D Vest Advisory Services
Jackson Wealth Management
Commonwealth Equity Services
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Gladstone Institutional Advisory
CI Private Wealth
Advisor Group Holdings
Merit Financial Group
Benchmark Wealth Management
Brand Asset Management Group
Crestwood Advisors

View all funds holding iShares Morningstar Large Core Idx