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iShares Morningstar Large Value shares owned by Ascent Group

Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Ascent Group from 13F filings

Historical chart of Ascent Group investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Value by Ascent Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $286k 2.8k 101.24
2026-03-31 $272k 2.9k 93.17
2025-03-31 $783k 9.6k 81.45

More positions owned by Ascent Group

Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Alphabet Cap Stk Cl A (GOOGL)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Ishares Emng Mkts Eqt (EMGF)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Ascent Group

Top funds holding iShares Morningstar Large Value

Steele Capital Management
Matrix Trust
Bank of America Corporation
Equitable Holdings
Raymond James Financial
UBS Group
LPL Financial
Morgan Stanley
Woodard & Co Asset Management Group
AlphaCore Capital
Royal Bank of Canada
Wells Fargo & Company
Cetera Investment Advisers
Northwest Wealth Advisors
Lauer Wealth

View all funds holding iShares Morningstar Large Value