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iShares Morningstar Large Core Idx shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2026-03-31 $325k 3.6k 89.90
2025-12-31 $335k 3.6k 94.38
2022-03-31 $223k 3.6k 62.78
2021-12-31 $236k 3.6k 66.44
2021-09-30 $216k 3.6k 60.81
2021-06-30 $235k 3.9k 60.63
2021-03-31 $217k 969 223.94
2020-12-31 $210k 969 216.72
2019-12-31 $227k 1.2k 184.10
2019-09-30 $210k 1.2k 168.13