iShares Morningstar Large Core Idx shares owned by Wealthquest
Quarter-by-quarter ownership of iShares Morningstar Large Core Idx (ILCB) shares owned by Wealthquest
from 13F filings
Historical chart of Wealthquest investment in iShares Morningstar Large Core Idx
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All positions including iShares Morningstar Large Core Idx held by Wealthquest consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Morningstar Large Core Idx by Wealthquest
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $213k | 2.7k | 78.58 |
2024-06-30 | $238k | 3.2k | 75.17 |
2024-03-31 | $241k | 3.3k | 72.47 |
2023-12-31 | $277k | 4.2k | 65.77 |
2023-09-30 | $339k | 5.8k | 58.90 |
2023-06-30 | $363k | 5.9k | 61.09 |
2023-03-31 | $708k | 13k | 56.41 |
2022-12-31 | $679k | 13k | 52.64 |
2022-09-30 | $1.9M | 38k | 49.39 |
2022-06-30 | $13M | 240k | 51.96 |
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