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iShares Morningstar Large Core Idx shares owned by Surevest

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

Historical chart of Surevest 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 Surevest 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 Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $6.0M 122k 49.39
2022-06-30 $5.9M 113k 51.96
2022-03-31 $6.9M 110k 62.85
2021-12-31 $395k 6.0k 66.36

More positions owned by Surevest

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Acwi Ex Us (ACWX)
Apple (AAPL)
Ishares Tr Morningstar Valu (ILCV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Morningstr Us Eq (ILCB)
Palo Alto Networks (PANW)
Ishares Tr Morningstar Grwt (ILCG)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Genuine Parts Company (GPC)
Philip Morris International (PM)

View all positions for Surevest

Top funds holding iShares Morningstar Large Core Idx

Morgan Stanley
Equitable Holdings
Wells Fargo & Company
LPL Financial
Advisor Group Holdings
Wealth Enhancement Advisory Services
Bank of America Corporation
H D Vest Advisory Services
Commonwealth Equity Services
Jpmorgan Chase & Co
Gladstone Institutional Advisory
Private Advisor
Raymond James Financial Services Advisors
CI Private Wealth
Cambridge Investment Research Advisors

View all funds holding iShares Morningstar Large Core Idx