Jim Saulnier & Associates »

iShares Morningstar Large Value shares owned by Jim Saulnier & Associates

Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Jim Saulnier & Associates from 13F filings

Historical chart of Jim Saulnier & Associates investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Value held by Jim Saulnier & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Large Value by Jim Saulnier & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 36k 90.02
2025-06-30 $3.2M 39k 83.39
2025-03-31 $3.4M 41k 81.45
2024-12-31 $3.2M 40k 80.98
2024-09-30 $2.6M 32k 82.20

More positions owned by Jim Saulnier & Associates

Ishares Tr Core 60/40 Balan (AOR)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Ishares Tr Core 80/20 Aggre (AOA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Pgim Rock Etf Tr S&p 500 Buffer (PBJN)
Pgim Rock Etf Tr S&p 500 Buffer (PBJL)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Morningstr Us Eq (ILCB)
Ishares Tr Morningstar Valu (ILCV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Intrm Gov Cr Etf (GVI)
Pgim Rock Etf Tr S&p 500 Buffer (PBMY)
Pgim Rock Etf Tr S&p 500 Buffer (PBAU)

View all positions for Jim Saulnier & Associates

Top funds holding iShares Morningstar Large Value

Equitable Holdings
Steele Capital Management
Matrix Trust
UBS Group
Raymond James Financial
Morgan Stanley
LPL Financial
Jpmorgan Chase & Co
Woodard & Co Asset Management Group
SPC Financial
Royal Bank of Canada
Wells Fargo & Company
Cetera Investment Advisers
Lauer Wealth
H D Vest Advisory Services

View all funds holding iShares Morningstar Large Value