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Integrated Wealth Concepts »

iShares Morningstar Large Core Idx shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$292k	3.1k	94.39
2025-09-30	$249k	2.7k	92.42
2025-06-30	$238k	2.8k	85.78
2025-03-31	$214k	2.8k	77.26
2019-09-30	$225k	1.3k	167.91

More positions owned by Integrated Wealth Concepts

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Ishares Core MF Closed and MF Open (IVV)

Aptus Defined MF Closed and MF Open (DRSK)

Apple Common Stock (AAPL)

Jpmorgan Betabuilders MF Closed and MF Open (BBIN)

Nvidia Corp Common Stock (NVDA)

Microsoft Corp Common Stock (MSFT)

Ishares Msci MF Closed and MF Open (QUAL)

Ishares U S MF Closed and MF Open (DYNF)

Goldman Sachs MF Closed and MF Open (GSEW)

Dimensional Us MF Closed and MF Open (DFAC)

Spdr Series Trust MF Closed and MF Open (SPYM)

Vanguard Total MF Closed and MF Open (BND)

Schwab Strategic Tr MF Closed and MF Open (SCHX)

View all positions for Integrated Wealth Concepts

Top funds holding iShares Morningstar Large Core Idx

Exchange Traded Concepts

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Wealth Enhancement Advisory Services

Jpmorgan Chase & Co

Commonwealth Equity Services

Raymond James Financial

UBS Group

Wealth Forward

CI Private Wealth

Gladstone Institutional Advisory

Wells Fargo & Company

Merit Financial Group

View all funds holding iShares Morningstar Large Core Idx

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