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iShares Morningstar Large Value shares owned by Colony

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

Historical chart of Colony investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Value by Colony

Quarter filed Position value Share count Share price at filing
2025-09-30 $293k 3.3k 90.02
2025-06-30 $272k 3.3k 83.39
2025-03-31 $249k 3.1k 81.45
2024-12-31 $264k 3.3k 80.98

More positions owned by Colony

Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Colony

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