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iShares Morningstar Large Core Idx shares owned by CWM

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

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $527k 7.3k 72.47
2023-12-31 $592k 9.0k 65.71
2023-09-30 $567k 9.6k 58.85
2023-06-30 $588k 9.6k 61.03
2023-03-31 $567k 10k 56.40
2022-12-31 $529k 10k 52.62
2022-09-30 $497k 10k 49.43
2022-06-30 $607k 12k 51.92
2022-03-31 $178k 2.8k 62.72
2021-12-31 $188k 2.8k 66.24
2021-06-30 $172k 2.8k 60.61
2021-03-31 $172k 2.8k 60.61
2020-12-31 $172k 2.8k 60.61
2020-09-30 $172k 2.8k 60.61
2020-06-30 $172k 2.8k 60.61
2020-03-31 $114k 777 146.72
2019-12-31 $172k 2.8k 60.61
2019-09-30 $172k 2.8k 60.61
2019-06-30 $153k 927 165.05
2019-03-31 $172k 2.8k 60.61
2018-12-31 $1.2M 8.3k 142.58
2018-09-30 $148k 879 168.37
2018-06-30 $126k 819 153.85
2018-03-31 $126k 819 153.85
2017-12-31 $130k 819 158.73
2017-09-30 $123k 819 150.18
2017-06-30 $133k 906 146.80
2017-03-31 $129k 906 142.38
2016-12-31 $120k 906 132.45
2016-09-30 $116k 906 128.04
2016-06-30 $111k 906 122.52

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

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