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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 32k 82.20

More positions owned by Jim Saulnier & Associates

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Grwt Allocat Etf (AOR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Aggres Alloc Etf (AOA)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Morningstar Valu (ILCV)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Morningstr Us Eq (ILCB)
Pgim Rock Etf Tr Pgim Us Larg Cap (PBJL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Pgim Rock Etf Tr Pgim Us Large Ca (PBMY)
Pgim Rock Etf Tr Pgim Us Larg Cap (PBJN)
Ishares Tr Mrgstr Md Cp Val (IMCV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Jim Saulnier & Associates

Top funds holding iShares Morningstar Large Value

Equitable Holdings
Bank of America Corporation
Steele Capital Management
Matrix Trust
Bank of New York Mellon
LPL Financial
Morgan Stanley
Raymond James & Associates
SPC Financial
Royal Bank of Canada
Wells Fargo & Company
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
H D Vest Advisory Services
Commonwealth Equity Services

View all funds holding iShares Morningstar Large Value