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iShares Morningstar Large Value shares owned by CI Private Wealth

Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Value by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.2M 102k 70.62
2023-09-30 $6.6M 101k 64.77
2023-06-30 $6.8M 102k 66.52
2023-03-31 $6.9M 108k 63.90
2022-12-31 $9.4M 106k 88.60

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Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)

View all positions for CI Private Wealth

Top funds holding iShares Morningstar Large Value

Matrix Trust
Steele Capital Management
Bank of America Corporation
Bank of New York Mellon
UBS Group
Raymond James & Associates
SPC Financial
Royal Bank of Canada
H D Vest Advisory Services
Wells Fargo & Company
Raymond James Financial Services Advisors
Commonwealth Equity Services
Lauer Wealth
Janney Montgomery Scott
CI Private Wealth

View all funds holding iShares Morningstar Large Value