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iShares Morningstar Large Value shares owned by Horst & Graben Wealth Management

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

Historical chart of Horst & Graben 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 Horst & Graben 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 Horst & Graben Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $599k 7.3k 82.20
2024-06-30 $546k 7.1k 76.32

More positions owned by Horst & Graben Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Msci Emrg Chn (EMXC)

View all positions for Horst & Graben Wealth Management

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