iShares Morningstar Large Value shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in iShares Morningstar Large Value
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Quarterly reported holdings in iShares Morningstar Large Value by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $725k | 8.8k | 82.20 |
| 2024-06-30 | $638k | 8.4k | 76.33 |
| 2024-03-31 | $573k | 7.5k | 76.86 |
| 2023-12-31 | $526k | 7.5k | 70.62 |
| 2023-09-30 | $483k | 7.5k | 64.77 |
| 2023-06-30 | $496k | 7.5k | 66.52 |
| 2023-03-31 | $502k | 7.9k | 63.90 |
| 2022-12-31 | $462k | 7.3k | 63.23 |
| 2022-09-30 | $411k | 7.3k | 56.42 |
| 2022-06-30 | $447k | 7.4k | 60.32 |
| 2022-03-31 | $481k | 7.0k | 68.62 |
| 2021-12-31 | $394k | 5.7k | 69.61 |
| 2021-09-30 | $316k | 5.0k | 63.71 |
| 2021-06-30 | $340k | 5.3k | 64.64 |
| 2021-03-31 | $257k | 2.1k | 122.97 |
| 2020-12-31 | $240k | 2.2k | 111.37 |
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