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iShares Morningstar Large Value shares owned by Detalus Advisors

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

Historical chart of Detalus Advisors investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Value by Detalus Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $925k 10k 90.02
2025-06-30 $903k 11k 83.39
2025-03-31 $658k 8.1k 81.45
2024-12-31 $520k 6.4k 80.98
2024-09-30 $433k 5.3k 82.20
2024-06-30 $396k 5.2k 76.32
2024-03-31 $340k 4.4k 76.86
2023-12-31 $315k 4.5k 70.62
2023-09-30 $752k 12k 64.77

More positions owned by Detalus Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares A I Inno (BAI)
Equifax (EFX)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Apple (AAPL)
Byline Ban (BY)
Spdr Series Trust Port Mtg Bk Etf (SPMB)

View all positions for Detalus Advisors

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