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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
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

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Applovin Corp Com Cl A (APP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Spdr Ser Tr S&p Semicndctr (XSD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Broadcom (AVGO)
Marathon Petroleum Corp (MPC)
Vanguard Index Fds Growth Etf (VUG)
Oneok (OKE)
Canadian Natural Resources (CNQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Eaton Corp SHS (ETN)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)

View all positions for MGB Wealth Management

Top funds holding iShares Morningstar Large Value

Equitable Holdings
Bank of America Corporation
Steele Capital Management
Matrix Trust
Bank of New York Mellon
LPL Financial
Morgan Stanley
Raymond James & Associates
SPC Financial
Royal Bank of Canada
Wells Fargo & Company
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
H D Vest Advisory Services
Commonwealth Equity Services

View all funds holding iShares Morningstar Large Value