Means Investment »

iShares Morningstar Large Value shares owned by Means Investment

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

Historical chart of Means Investment investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Large Value by Means Investment

Quarter filed Position value Share count Share price at filing
2025-09-30 $288k 3.2k 90.01
2025-06-30 $265k 3.2k 83.40
2025-03-31 $258k 3.2k 81.45
2024-12-31 $425k 5.3k 80.98

More positions owned by Means Investment

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard World Mega Grwth Ind (MGK)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Active Bond Etf (JBND)

View all positions for Means Investment

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