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iShares Morningstar Large Value shares owned by Capital Analysts

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

Historical chart of Capital Analysts investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Value by Capital Analysts

Quarter filed Position value Share count Share price at filing
2026-03-31 $225k 2.4k 93.28
2017-12-31 $246k 610 403.28

More positions owned by Capital Analysts

Spdr Series Trust State Street Spd (SPYM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust State Street Spd (SPIB)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Core Msci Emkt (IEMG)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Fidelity Covington Trust Enhanced Mid (FMDE)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (SPHY)
Apple (AAPL)
Putnam Etf Trust Focused Lar Cap (PVAL)

View all positions for Capital Analysts

Top funds holding iShares Morningstar Large Value

Steele Capital Management
Matrix Trust
Bank of America Corporation
Equitable Holdings
UBS Group
LPL Financial
Raymond James 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