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iShares Morningstar Large Core Idx shares owned by Helen Stephens Group

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

Historical chart of Helen Stephens Group 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 Helen Stephens Group 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 Helen Stephens Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $902k 11k 79.23
2024-06-30 $852k 11k 75.17

More positions owned by Helen Stephens Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Us Real Estate E (DFAR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Shrt Nat Mun Etf (SUB)

View all positions for Helen Stephens Group

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