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iShares Morningstar Large Core Idx shares owned by Wealth Forward

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

Historical chart of Wealth Forward 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 Wealth Forward 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 Wealth Forward

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.0M 97k 92.42

More positions owned by Wealth Forward

Ishares Tr S&p 100 Etf (OEF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Morningstr Us Eq (ILCB)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
Schwab Strategic Tr Fundamental Emer (FNDE)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Ishares Tr Core 60/40 Balan (AOR)
Spdr Series Trust Portfli High Yld (SPHY)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Apple (AAPL)

View all positions for Wealth Forward

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