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iShares Morningstar Large Value shares owned by Independent Wealth Advisors

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

Historical chart of Independent Wealth 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 Independent Wealth 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 Independent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $247k 2.6k 93.14
2025-12-31 $250k 2.6k 94.35

More positions owned by Independent Wealth Advisors

Spdr Gold Tr Gold Shs (GLD)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Proshares Tr S&p 500 Dv Arist (NOBL)
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Gold Tr Ishares New (IAU)
Strategy Day Hagan Smart (SSUS)
Vanguard World Mega Cap Index (MGC)
Ishares Silver Tr Ishares (SLV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Simplify Exchange Traded Fun High Yield Etf (CDX)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Independent Wealth Advisors

Top funds holding iShares Morningstar Large Value

Steele Capital Management
Matrix Trust
Bank of America Corporation
Equitable Holdings
UBS Group
LPL Financial
Raymond James 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