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iShares Morningstar Large Value shares owned by Independence Advisors

Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Independence Advisors from 13F filings

Historical chart of Independence 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 Independence 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 Independence Advisors

Quarter filed Position value Share count Share price at filing
2020-09-30 $10k 100 100.00
2020-06-30 $10k 100 100.00
2020-03-31 $9.0k 100 90.00
2019-12-31 $12k 100 120.00
2017-06-30 $624k 687 908.30

More positions owned by Independence Advisors

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Independence Advisors

Top funds holding iShares Morningstar Large Value

Steele Capital Management
Matrix Trust
Bank of America Corporation
Bank of New York Mellon
UBS Group
LPL Financial
Raymond James & Associates
SPC Financial
Royal Bank of Canada
Wells Fargo & Company
Raymond James Financial Services Advisors
Commonwealth Equity Services
H D Vest Advisory Services
Lauer Wealth
CI Private Wealth

View all funds holding iShares Morningstar Large Value