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iShares Morningstar Large Core Idx shares owned by Lutz Financial Services

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

Historical chart of Lutz Financial Services 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 Lutz Financial Services 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 Lutz Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $221k 3.4k 65.76
2023-06-30 $205k 3.4k 61.08
2022-03-31 $210k 3.3k 62.76
2021-12-31 $222k 3.3k 66.55
2021-09-30 $202k 3.3k 60.77
2021-06-30 $201k 3.3k 60.69

More positions owned by Lutz Financial Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Tips Etf (SCHP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Lutz Financial Services

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