iShares Morningstar Large Value shares owned by Integrated Wealth Management
Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Integrated Wealth Management
from 13F filings
Historical chart of Integrated Wealth Management investment in iShares Morningstar Large Value
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All positions including iShares Morningstar Large Value held by Integrated Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Morningstar Large Value by Integrated Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2017-03-31 | $332k | 3.5k | 96.12 |
2016-12-31 | $280k | 3.0k | 94.18 |
2016-09-30 | $215k | 2.4k | 88.30 |
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