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iShares Morningstar Large Value shares owned by Lauer Wealth

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

Historical chart of Lauer Wealth investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Value by Lauer Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 127k 82.46
2024-06-30 $9.7M 124k 77.89
2024-03-31 $8.6M 114k 75.16
2023-12-31 $7.0M 99k 70.85
2023-09-30 $6.3M 96k 65.10
2023-06-30 $6.6M 96k 68.67
2023-03-31 $9.1M 140k 64.74

More positions owned by Lauer Wealth

Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Tesla Motors (TSLA)
Ishares Tr Morningstar Valu (ILCV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Wisdomtree Tr Us Midcap Fund (EZM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Spdr Ser Tr S&p Homebuild (XHB)

View all positions for Lauer Wealth

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