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iShares Morningstar Large Value shares owned by Harbor Investment Advisory

Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Harbor Investment Advisory from 13F filings

Historical chart of Harbor Investment Advisory investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Value by Harbor Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $349k 4.3k 82.20
2024-06-30 $324k 4.3k 76.32
2024-03-31 $327k 4.3k 76.86
2023-12-31 $300k 4.3k 70.62

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Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Unitedhealth Group Stock (UNH)
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Mastercard Incorporated Cl A Stock (MA)
Vanguard Total Stock Market Etf Etf (VTI)
Jpmorgan Chase & Co Stock (JPM)
Ishares Core S&p 500 Etf Etf (IVV)
Visa Inc Com Cl A Stock (V)
Ishares Russell 2000 Value Etf Etf (IWN)
Vanguard Growth Etf Etf (VUG)

View all positions for Harbor Investment Advisory

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