iShares Morningstar Large Value shares owned by Activest Wealth Management
Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Activest Wealth Management
from 13F filings
Historical chart of Activest Wealth Management investment in iShares Morningstar Large Value
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Quarterly reported holdings in iShares Morningstar Large Value by Activest Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $36k | 470 | 76.93 |
| 2023-12-31 | $33k | 469 | 70.61 |
| 2023-09-30 | $30k | 464 | 64.83 |
| 2023-03-31 | $29k | 463 | 63.10 |
| 2022-06-30 | $23k | 374 | 61.50 |
| 2022-03-31 | $26k | 374 | 69.52 |
| 2021-12-31 | $26k | 374 | 69.52 |
| 2021-09-30 | $24k | 374 | 64.17 |
| 2021-06-30 | $24k | 374 | 64.17 |
| 2021-03-31 | $23k | 187 | 122.99 |
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