Olistico Wealth »

iShares Morningstar Large Core Idx shares owned by Olistico Wealth

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

Historical chart of Olistico Wealth 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 Olistico Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Large Core Idx by Olistico Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $45k 480 94.38
2025-06-30 $44k 516 85.78
2025-03-31 $40k 516 77.26
2024-12-31 $42k 516 81.16
2024-09-30 $41k 516 79.23
2024-06-30 $39k 516 75.17

More positions owned by Olistico Wealth

Vanguard Growth Etf Etf (VUG)
Apple Stock (AAPL)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Information Technology Etf Etf (VGT)
Vanguard Value Etf Etf (VTV)
Nvidia Corporation Stock (NVDA)
Capital Group Dividend Value Etf Etf (CGDV)
Capital Group Growth Etf Etf (CGGR)
Amazon Stock (AMZN)
Broadcom Stock (AVGO)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Capital Group International Focus Equity Etf Etf (CGXU)
Schwab Us Dividend Equity Etf Etf (SCHD)
Oneok Stock (OKE)

View all positions for Olistico Wealth

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