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iShares Morningstar Large Core Idx shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management 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 Modern Wealth Management 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7M 29k 94.38
2025-09-30 $2.7M 30k 92.42
2025-06-30 $2.6M 31k 85.78

More positions owned by Modern Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust State Street Spd (SPTM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Putnam Etf Trust Focused Lar Cap (PVAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Modern Wealth Management

Top funds holding iShares Morningstar Large Core Idx

Exchange Traded Concepts
Ameriprise Financial
Equitable Holdings
LPL Financial
Cetera Investment Advisers
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