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
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All positions including iShares Morningstar Large Value held by Lauer Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Morningstar Large Value by Lauer Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 139k | 90.01 |
| 2025-06-30 | $12M | 138k | 84.80 |
| 2025-03-31 | $11M | 144k | 78.76 |
| 2024-12-31 | $11M | 134k | 80.98 |
| 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 |
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