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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
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 Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Ishares Tr S&p 100 Etf (OEF)
Equifax (EFX)
Byline Ban (BY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Us Bancorp Del Com New (USB)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)

View all positions for Detalus Advisors

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