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iShares Morningstar Large Core Idx shares owned by Portland Financial Advisors

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

Historical chart of Portland Financial Advisors 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 Portland Financial Advisors 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 Portland Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $367k 4.0k 92.42
2025-06-30 $341k 4.0k 85.78
2025-03-31 $307k 4.0k 77.26

More positions owned by Portland Financial Advisors

Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Omega Healthcare Investors (OHI)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Msci Gbl Min Vol (ACWV)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Bloomberg Invt (FLRN)
Spdr Series Trust Ssga Us Lrg Etf (LGLV)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)

View all positions for Portland Financial Advisors

Top funds holding iShares Morningstar Large Core Idx

Morgan Stanley
Ameriprise Financial
Exchange Traded Concepts
Equitable Holdings
Advisor Group Holdings
LPL Financial
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Jpmorgan Chase & Co
H D Vest Advisory Services
Commonwealth Equity Services
UBS Group
Wealth Forward
CI Private Wealth
Gladstone Institutional Advisory

View all funds holding iShares Morningstar Large Core Idx