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iShares Morningstar Large Value shares owned by Key FInancial

Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Key FInancial from 13F filings

Historical chart of Key FInancial investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Value held by Key FInancial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Large Value by Key FInancial

Quarter filed Position value Share count Share price at filing
2025-09-30 $824k 9.1k 90.37
2025-06-30 $675k 8.1k 83.39
2025-03-31 $514k 6.3k 81.45
2024-12-31 $500k 6.2k 80.98
2024-09-30 $445k 5.4k 82.20
2024-06-30 $414k 5.4k 76.32

More positions owned by Key FInancial

Apple (AAPL)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Wisdomtree Tr Glb Us Qtly Div (DNL)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Ishares Tr Us Treas Bd Etf (GOVT)
Wisdomtree Tr Us Smallcap Fund (EES)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Eafe Grwth Etf (EFG)
First Tr Exchange Traded Intl Dev Strngth (FICS)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)

View all positions for Key FInancial

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