Aptus Capital Advisors »

iShares Morningstar Large Value shares owned by Aptus Capital Advisors

Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Aptus Capital Advisors from 13F filings

Historical chart of Aptus Capital Advisors investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Value held by Aptus Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Large Value by Aptus Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $34k 377 90.02
2025-06-30 $30k 359 83.39
2025-03-31 $29k 352 81.45
2024-12-31 $32k 397 80.98
2024-03-31 $25k 320 76.86
2023-09-30 $21k 320 64.77

More positions owned by Aptus Capital Advisors

Ishares Tr Iboxx Hi Yd Etf (HYG)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Doordash Cl A (DASH)
Etf Ser Solutions Aptus Defined (DRSK)
NVIDIA Corporation (NVDA)
Thermo Fisher Scientific (TMO)
Apple (AAPL)
Microsoft Corporation Put Option (MSFT)
salesforce (CRM)
Tesla Motors (TSLA)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Eli Lilly & Co. (LLY)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)

View all positions for Aptus Capital Advisors

Top funds holding iShares Morningstar Large Value

Equitable Holdings
Steele Capital Management
Matrix Trust
UBS Group
Raymond James Financial
Morgan Stanley
LPL Financial
Jpmorgan Chase & Co
Woodard & Co Asset Management Group
SPC Financial
Royal Bank of Canada
Wells Fargo & Company
Cetera Investment Advisers
Lauer Wealth
H D Vest Advisory Services

View all funds holding iShares Morningstar Large Value