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

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

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $34k 478 70.62
2023-09-30 $31k 478 64.77
2023-06-30 $32k 478 66.52

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

View all positions for D. J. St. Germain

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