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iShares Morningstar Large Core Idx shares owned by West Coast Financial

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

Historical chart of West Coast Financial 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 West Coast Financial 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 West Coast Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 23k 72.47
2023-12-31 $1.8M 28k 65.76
2023-09-30 $1.6M 28k 58.90
2023-06-30 $1.8M 29k 61.08
2023-03-31 $1.8M 32k 56.41
2022-12-31 $1.7M 33k 52.64
2022-09-30 $1.8M 35k 49.40
2022-06-30 $1.9M 36k 51.97
2022-03-31 $2.3M 37k 62.84
2021-12-31 $2.7M 41k 66.41
2021-09-30 $2.8M 46k 60.69
2021-06-30 $3.0M 49k 60.75
2021-03-31 $2.9M 13k 224.25
2020-12-31 $3.1M 14k 216.81
2020-09-30 $3.2M 17k 194.97
2020-06-30 $3.5M 20k 174.56
2020-03-31 $3.4M 23k 146.59
2019-12-31 $5.0M 27k 184.49
2019-09-30 $5.0M 30k 167.94
2019-06-30 $5.2M 31k 165.13
2019-03-31 $5.0M 31k 160.02
2018-12-31 $4.6M 32k 142.53
2018-09-30 $5.1M 30k 168.31
2018-06-30 $4.4M 29k 153.89
2018-03-31 $4.6M 30k 153.30
2017-12-31 $4.8M 30k 158.88
2017-09-30 $4.6M 31k 150.69
2017-06-30 $3.9M 27k 146.38
2017-03-31 $2.6M 19k 141.84
2016-12-31 $2.1M 16k 132.70
2016-09-30 $1.3M 10k 128.22
2016-06-30 $913k 7.4k 122.80
2016-03-31 $859k 7.2k 119.16
2015-12-31 $694k 5.8k 119.02
2015-09-30 $605k 5.4k 111.97
2015-06-30 $710k 5.9k 120.79
2015-03-31 $788k 6.5k 121.36
2014-12-31 $299k 2.4k 123.60

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Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)
Alphabet Cap Stk Cl A (GOOGL)
Mastercard Incorporated Cl A (MA)
Williams-Sonoma (WSM)
Pepsi (PEP)
Amphenol Corp Cl A (APH)
W.W. Grainger (GWW)
Edwards Lifesciences (EW)
Manhattan Associates (MANH)

View all positions for West Coast Financial

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