iShares Morningstar Large Value shares owned by Cypress Wealth Services
Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Cypress Wealth Services
from 13F filings
Historical chart of Cypress Wealth Services investment in iShares Morningstar Large Value
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Quarterly reported holdings in iShares Morningstar Large Value by Cypress Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $490k | 6.0k | 81.45 |
| 2021-12-31 | $227k | 3.3k | 69.72 |
| 2021-09-30 | $207k | 3.3k | 63.57 |
| 2021-06-30 | $210k | 3.3k | 64.50 |
| 2021-03-31 | $359k | 2.9k | 122.69 |
| 2020-12-31 | $328k | 2.9k | 112.10 |
| 2020-09-30 | $289k | 2.9k | 98.77 |
| 2020-06-30 | $410k | 4.2k | 96.79 |
| 2020-03-31 | $664k | 7.7k | 86.59 |
| 2019-12-31 | $828k | 7.1k | 117.15 |
| 2019-09-30 | $805k | 7.3k | 110.44 |
| 2019-06-30 | $934k | 8.7k | 107.98 |
| 2019-03-31 | $773k | 7.3k | 105.39 |
| 2018-12-31 | $678k | 7.0k | 96.27 |
| 2018-09-30 | $1.3M | 12k | 107.41 |
| 2018-06-30 | $1.2M | 12k | 101.64 |
| 2018-03-31 | $992k | 9.8k | 101.56 |
| 2017-12-31 | $829k | 7.8k | 105.62 |
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