iShares Morningstar Large Value shares owned by Jacobus Wealth Management
Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Jacobus Wealth Management
from 13F filings
Historical chart of Jacobus Wealth Management investment in iShares Morningstar Large Value
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All positions including iShares Morningstar Large Value held by Jacobus Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2017-09-30 | $209k | 2.1k | 99.52 |
2017-06-30 | $202k | 2.1k | 96.19 |
2017-03-31 | $202k | 2.1k | 96.19 |
2016-12-31 | $693k | 7.4k | 94.16 |
2016-09-30 | $649k | 7.4k | 88.18 |
2016-06-30 | $638k | 7.4k | 86.68 |
2016-03-31 | $618k | 7.4k | 83.97 |
2015-12-31 | $602k | 7.4k | 81.79 |
2015-09-30 | $568k | 7.4k | 77.17 |
2015-06-30 | $618k | 7.4k | 83.97 |
2015-03-31 | $617k | 7.4k | 83.83 |
2014-12-31 | $634k | 7.4k | 86.14 |
2014-09-30 | $623k | 7.4k | 84.65 |
2014-06-30 | $624k | 7.4k | 84.78 |
2014-03-31 | $601k | 7.4k | 81.66 |
2013-12-31 | $592k | 7.4k | 80.43 |
2013-09-30 | $540k | 7.4k | 73.37 |
2013-06-30 | $535k | 7.4k | 72.69 |
2013-03-31 | $818k | 12k | 70.70 |
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