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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
2024-03-31 $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)
Ishares Tr Morningstar Valu (ILCV)
Tesla Motors (TSLA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Wisdomtree Tr Us Midcap Fund (EZM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Ishares Biotech (IBB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Lauer Wealth

Top funds holding iShares Morningstar Large Value

Matrix Trust
Steele Capital Management
Bank of America Corporation
Bank of New York Mellon
UBS Group
Raymond James & Associates
SPC Financial
Royal Bank of Canada
H D Vest Advisory Services
Wells Fargo & Company
Raymond James Financial Services Advisors
Commonwealth Equity Services
Lauer Wealth
CI Private Wealth
Jpmorgan Chase & Co

View all funds holding iShares Morningstar Large Value