iShares Morningstar Large Value shares owned by American Financial & Tax Strategies
Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by American Financial & Tax Strategies
from 13F filings
Historical chart of American Financial & Tax Strategies investment in iShares Morningstar Large Value
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All positions including iShares Morningstar Large Value held by American Financial & Tax Strategies consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Morningstar Large Value by American Financial & Tax Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $288k | 3.2k | 90.02 |
| 2025-06-30 | $267k | 3.2k | 83.39 |
| 2025-03-31 | $261k | 3.2k | 81.45 |
| 2024-12-31 | $259k | 3.2k | 80.98 |
| 2024-09-30 | $263k | 3.2k | 82.20 |
| 2024-06-30 | $244k | 3.2k | 76.32 |
| 2024-03-31 | $246k | 3.2k | 76.86 |
| 2023-12-31 | $226k | 3.2k | 70.62 |
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