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iShares Morningstar Large Core Idx shares owned by Morris Financial Concepts

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

Historical chart of Morris Financial 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 Morris Financial 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 Morris Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $24k 300 79.23
2024-06-30 $23k 300 75.17
2024-03-31 $22k 300 72.47
2023-12-31 $20k 300 65.76
2023-09-30 $57k 968 58.90
2023-06-30 $59k 968 61.08
2023-03-31 $55k 968 56.41
2022-12-31 $79k 1.5k 52.64
2022-09-30 $74k 1.5k 49.33
2022-06-30 $78k 1.5k 52.00
2022-03-31 $94k 1.5k 62.67
2021-12-31 $103k 1.6k 66.45