iShares Morningstar Large Core Idx shares owned by Wealthsource Partners
Quarter-by-quarter ownership of iShares Morningstar Large Core Idx (ILCB) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in iShares Morningstar Large Core Idx
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Quarterly reported holdings in iShares Morningstar Large Core Idx by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $558k | 8.5k | 65.76 |
| 2023-09-30 | $495k | 8.4k | 58.89 |
| 2023-06-30 | $513k | 8.4k | 61.08 |
| 2023-03-31 | $474k | 8.4k | 56.41 |
| 2022-12-31 | $441k | 8.4k | 52.64 |
| 2022-09-30 | $410k | 8.3k | 49.43 |
| 2022-06-30 | $431k | 8.3k | 51.96 |
| 2022-03-31 | $537k | 8.5k | 62.89 |
| 2021-12-31 | $566k | 8.5k | 66.37 |
| 2021-09-30 | $514k | 8.5k | 60.71 |
| 2021-06-30 | $514k | 8.5k | 60.71 |
| 2021-03-31 | $472k | 2.1k | 224.23 |
| 2020-12-31 | $456k | 2.1k | 216.63 |
| 2020-09-30 | $409k | 2.1k | 194.95 |
| 2020-06-30 | $365k | 2.1k | 174.56 |
| 2020-03-31 | $304k | 2.1k | 146.65 |
| 2019-12-31 | $384k | 2.1k | 184.44 |
| 2019-09-30 | $356k | 2.1k | 167.92 |
| 2019-06-30 | $350k | 2.1k | 165.09 |
| 2019-03-31 | $325k | 2.0k | 159.86 |
| 2018-12-31 | $288k | 2.0k | 142.36 |
| 2018-09-30 | $337k | 2.0k | 168.50 |
| 2018-06-30 | $306k | 2.0k | 153.77 |
| 2018-03-31 | $277k | 2.0k | 141.83 |
| 2017-12-31 | $315k | 2.0k | 158.93 |
| 2017-09-30 | $296k | 2.0k | 150.87 |
| 2017-06-30 | $286k | 2.0k | 146.44 |
| 2017-03-31 | $277k | 2.0k | 141.83 |
| 2016-12-31 | $222k | 1.7k | 132.85 |
| 2016-09-30 | $212k | 1.7k | 128.33 |
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