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iShares Morningstar Large Value shares owned by MGB Wealth Management

Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by MGB Wealth Management from 13F filings

Historical chart of MGB Wealth Management investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Value by MGB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $180k 2.0k 90.02
2025-06-30 $167k 2.0k 83.39
2025-03-31 $163k 2.0k 81.45
2024-12-31 $162k 2.0k 80.98
2024-09-30 $164k 2.0k 82.20
2024-06-30 $157k 2.0k 78.26
2024-03-31 $154k 2.0k 76.86
2023-12-31 $141k 2.0k 70.62

More positions owned by MGB Wealth Management

Applovin Corp Com Cl A (APP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Series Trust S&p Semicndctr (XSD)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
First Tr Exchange-traded Dj Internt Idx (FDN)
First Tr Exchange-traded SHS (QTEC)
Alps Etf Tr Alerian Mlp (AMLP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for MGB Wealth Management

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