D. J. St. Germain »

iShares Morningstar Large Value shares owned by D. J. St. Germain

Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by D. J. St. Germain from 13F filings

Historical chart of D. J. St. Germain investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Value held by D. J. St. Germain consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Large Value by D. J. St. Germain

Quarter filed Position value Share count Share price at filing
2024-09-30 $39k 478 82.20
2024-06-30 $37k 478 76.32
2024-03-31 $37k 478 76.86
2023-12-31 $34k 478 70.62
2023-09-30 $31k 478 64.77
2023-06-30 $32k 478 66.52

More positions owned by D. J. St. Germain

Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Apple Stock (AAPL)
Spdr Portfolio Corporate Bond Etf Etf (SPBO)
Alphabet Inc Cl A Stock (GOOGL)
Meta Platforms Inc Cl A Stock (META)
Jpmorgan Diversified Return Use Equity Etf (JPUS)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Chase & Co Stock (JPM)
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)
Microsoft Corp Stock (MSFT)
Procter And Gamble Stock (PG)
Netflix Stock (NFLX)
Schlumberger Ltd Com Stk Stock (SLB)
Ishares Mbs Etf Etf (MBB)
Booking Holdings Stock (BKNG)

View all positions for D. J. St. Germain

Top funds holding iShares Morningstar Large Value

Equitable Holdings
Bank of America Corporation
Steele Capital Management
Matrix Trust
Bank of New York Mellon
LPL Financial
Morgan Stanley
Raymond James & Associates
SPC Financial
Royal Bank of Canada
Wells Fargo & Company
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
H D Vest Advisory Services
Commonwealth Equity Services

View all funds holding iShares Morningstar Large Value