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iShares Morningstar Large Value shares owned by Diversify Wealth Management

Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Diversify Wealth Management from 13F filings

Historical chart of Diversify Wealth Management investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Value by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $231k 2.2k 104.07
2026-03-31 $217k 2.2k 97.85

More positions owned by Diversify Wealth Management

Ishares Tr Russell 2000 Etf (IWM)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust ST STR P500GRW (SPYG)
Apple (AAPL)
Spdr Series Trust St Str P500val (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Motorola Solutions Com New (MSI)

View all positions for Diversify Wealth Management

Top funds holding iShares Morningstar Large Value

Steele Capital Management
Matrix Trust
Bank of America Corporation
Equitable Holdings
Raymond James Financial
UBS Group
LPL Financial
Morgan Stanley
Woodard & Co Asset Management Group
AlphaCore Capital
Royal Bank of Canada
Wells Fargo & Company
Cetera Investment Advisers
Northwest Wealth Advisors
Lauer Wealth

View all funds holding iShares Morningstar Large Value