iShares Morningstar Large Value shares owned by HB Wealth Management
Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in iShares Morningstar Large Value
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Quarterly reported holdings in iShares Morningstar Large Value by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $937k | 12k | 76.86 |
| 2023-12-31 | $861k | 12k | 70.62 |
| 2023-09-30 | $790k | 12k | 64.77 |
| 2023-06-30 | $811k | 12k | 66.52 |
| 2023-03-31 | $779k | 12k | 63.90 |
| 2022-12-31 | $771k | 12k | 63.23 |
| 2022-09-30 | $689k | 12k | 56.50 |
| 2022-06-30 | $736k | 12k | 60.36 |
| 2022-03-31 | $836k | 12k | 68.56 |
| 2021-12-31 | $849k | 12k | 69.62 |
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