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iShares Morningstar Large Value shares owned by CWM

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

Historical chart of CWM investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Value by CWM

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 22k 94.36
2025-09-30 $2.0M 23k 90.00
2025-06-30 $1.9M 23k 83.39
2025-03-31 $1.9M 23k 81.46
2024-12-31 $1.9M 23k 80.98
2024-09-30 $892k 11k 82.24
2024-06-30 $898k 12k 76.36
2024-03-31 $866k 11k 76.84
2023-12-31 $796k 11k 70.63
2023-09-30 $684k 11k 64.77
2023-06-30 $678k 10k 66.50
2023-03-31 $659k 10k 63.88
2022-12-31 $652k 10k 63.20
2022-09-30 $583k 10k 56.51
2022-06-30 $623k 10k 60.39
2022-03-31 $918k 13k 68.59
2021-12-31 $926k 13k 69.58
2021-06-30 $866k 13k 64.59
2021-03-31 $866k 13k 64.59
2020-12-31 $866k 13k 64.59
2020-09-30 $711k 7.2k 98.85
2020-06-30 $651k 6.7k 96.75
2020-03-31 $783k 9.0k 86.60
2019-12-31 $1.1M 9.5k 117.17
2019-09-30 $1.1M 9.8k 110.41
2019-06-30 $1.1M 10k 107.96
2019-03-31 $975k 9.2k 105.44
2018-12-31 $673k 7.0k 96.39
2018-09-30 $961k 9.0k 107.33
2018-06-30 $955k 9.4k 101.65
2018-03-31 $889k 8.8k 101.51
2017-12-31 $742k 7.0k 105.55
2017-09-30 $628k 6.3k 99.65
2017-06-30 $402k 4.2k 96.10
2017-03-31 $344k 3.6k 96.20
2016-12-31 $304k 3.2k 94.15
2016-09-30 $285k 3.2k 88.26
2016-06-30 $86k 989 86.96
2016-03-31 $62k 741 83.67

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Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Core Msci Emkt (IEMG)

View all positions for CWM

Top funds holding iShares Morningstar Large Value

Steele Capital Management
Matrix Trust
Equitable Holdings
UBS Group
Raymond James Financial
LPL Financial
Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Woodard & Co Asset Management Group
SPC Financial
AlphaCore Capital
Royal Bank of Canada
Wells Fargo & Company
Cetera Investment Advisers
Lauer Wealth

View all funds holding iShares Morningstar Large Value