iShares Morningstar Large Value shares owned by Madison Wealth Partners
Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Madison Wealth Partners
from 13F filings
Historical chart of Madison Wealth Partners investment in iShares Morningstar Large Value
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Quarterly reported holdings in iShares Morningstar Large Value by Madison Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.1M | 38k | 82.20 |
| 2024-06-30 | $2.8M | 37k | 76.32 |
| 2024-03-31 | $2.9M | 38k | 76.86 |
| 2023-12-31 | $2.6M | 37k | 70.62 |
| 2023-09-30 | $2.4M | 37k | 64.77 |
| 2023-06-30 | $2.4M | 36k | 66.52 |
| 2023-03-31 | $2.0M | 32k | 63.90 |
| 2022-12-31 | $1.9M | 30k | 63.23 |
| 2022-09-30 | $409k | 7.3k | 56.41 |
| 2022-06-30 | $390k | 6.5k | 60.36 |
| 2022-03-31 | $567k | 8.3k | 68.54 |
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