AssuredPartners Investment Advisors »

iShares Morningstar Large Value shares owned by AssuredPartners Investment Advisors

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

Historical chart of AssuredPartners Investment 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 AssuredPartners Investment 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 AssuredPartners Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.3M 56k 93.92

More positions owned by AssuredPartners Investment Advisors

Spdr Series Trust State Street Spd (BIL)
Vanguard Index Fds Large Cap Etf (VV)
Fidelity Covington Trust High Divid Etf (FDVV)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPTM)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Us Sml Cap Eqt (SMLF)
JPMorgan Chase & Co. (JPM)
L3harris Technologies (LHX)

View all positions for AssuredPartners Investment Advisors

Top funds holding iShares Morningstar Large Value

Steele Capital Management
Matrix Trust
Equitable Holdings
UBS Group
Raymond James Financial
LPL Financial
Northwestern Mutual Wealth Management Company
Woodard & Co Asset Management Group
AlphaCore Capital
Wells Fargo & Company
Cetera Investment Advisers
Lauer Wealth
Northwest Wealth Advisors
Ameriprise Financial
CI Private Wealth

View all funds holding iShares Morningstar Large Value