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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Core Idx held by Wealthquest 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 Wealthquest

Quarter filed Position value Share count Share price at filing
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

More positions owned by Wealthquest

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Scottsdate FDS Vng Rus1000grw (VONG)
iShares TR Core MSCI EAFE (IEFA)
SPDR Total Stk Mkt (SPTM)
F/m Investments US Treasury 2 Year (UTWO)
American Financial (AFG)
F/M Investments 12 Month Bill (OBIL)
Ishares Tr Core S&p Mcp Etf (IJH)
F/m Investments Us Tbil (TBIL)
Vanguard Index FDS Small CP ETF (VB)
Procter & Gamble Company (PG)
F/M Investments US Tbill 6 Month (XBIL)
Vanguard Index Fds Mid Cap Etf (VO)
Innovator ETFS TR US Equity 10 Buffer (ZALT)
Innovator ETFS TR S&P 500 Buffer Jul (BJUL)

View all positions for Wealthquest

Top funds holding iShares Morningstar Large Core Idx

Wealth Enhancement Advisory Services
H D Vest Advisory Services
Jackson Wealth Management
Commonwealth Equity Services
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Gladstone Institutional Advisory
CI Private Wealth
Advisor Group Holdings
Merit Financial Group
Benchmark Wealth Management
Brand Asset Management Group
Crestwood Advisors

View all funds holding iShares Morningstar Large Core Idx