iShares Morningstar Large Value shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in iShares Morningstar Large Value
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Quarterly reported holdings in iShares Morningstar Large Value by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $315k | 3.5k | 90.03 |
| 2025-06-30 | $303k | 3.6k | 83.39 |
| 2025-03-31 | $281k | 3.4k | 81.45 |
| 2024-12-31 | $226k | 2.8k | 80.98 |
| 2024-09-30 | $270k | 3.3k | 82.20 |
| 2024-06-30 | $250k | 3.3k | 76.32 |
| 2024-03-31 | $352k | 4.6k | 76.87 |
| 2023-12-31 | $413k | 5.8k | 70.62 |
| 2023-09-30 | $347k | 5.4k | 64.77 |
| 2023-06-30 | $254k | 3.8k | 66.52 |
| 2023-03-31 | $243k | 3.8k | 63.90 |
| 2022-12-31 | $240k | 3.8k | 63.23 |
| 2022-09-30 | $211k | 3.7k | 56.43 |
| 2022-03-31 | $212k | 3.1k | 68.48 |
| 2021-12-31 | $215k | 3.1k | 69.56 |
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