iShares Morningstar Large Core Idx shares owned by NewEdge Wealth
Quarter-by-quarter ownership of iShares Morningstar Large Core Idx (ILCB) shares owned by NewEdge Wealth
from 13F filings
Historical chart of NewEdge Wealth investment in iShares Morningstar Large Core Idx
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Quarterly reported holdings in iShares Morningstar Large Core Idx by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $683k | 7.3k | 94.01 |
| 2025-06-30 | $638k | 7.3k | 87.77 |
| 2025-03-31 | $565k | 7.3k | 77.26 |
| 2024-12-31 | $602k | 7.4k | 81.16 |
| 2024-09-30 | $616k | 7.8k | 79.23 |
| 2024-06-30 | $603k | 8.0k | 75.17 |
| 2024-03-31 | $568k | 8.1k | 69.79 |
| 2023-12-31 | $541k | 8.2k | 65.76 |
| 2023-09-30 | $495k | 8.4k | 58.90 |
| 2023-06-30 | $239k | 3.9k | 61.08 |
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