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iShares Morningstar Large Value shares owned by LRI Investments

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

Historical chart of LRI Investments investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Value by LRI Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $168k 1.9k 90.02
2025-06-30 $156k 1.9k 83.39
2025-03-31 $152k 1.9k 81.45
2024-12-31 $130k 1.6k 80.98
2024-09-30 $133k 1.6k 83.30
2024-06-30 $122k 1.6k 76.32
2024-03-31 $131k 1.7k 76.86

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional Us Core Equity 1 Etf Etf (DCOR)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Dimensional International Core Equity Market Etf Etf (DFAI)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Microsoft Corp Stock (MSFT)
Wisdomtree International Equity Fund Etf (DWM)
Meta Platforms Inc Cl A Stock (META)
Assured Guaranty Stock (AGO)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Apple Stock (AAPL)
Dimensional International Value Etf Etf (DFIV)
Trane Technologies Stock (TT)

View all positions for LRI Investments

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