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iShares Morningstar Large Value shares owned by Nwam

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

Historical chart of Nwam investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Value by Nwam

Quarter filed Position value Share count Share price at filing
2025-09-30 $236k 2.6k 90.49
2025-06-30 $221k 2.6k 84.84
2025-03-31 $323k 4.0k 81.45
2023-03-31 $613k 9.6k 63.90
2022-12-31 $606k 9.6k 63.23
2022-09-30 $542k 9.6k 56.52
2022-06-30 $581k 9.6k 60.58
2022-03-31 $658k 9.6k 68.61
2021-12-31 $667k 9.6k 69.55
2021-09-30 $610k 9.6k 63.61

More positions owned by Nwam

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Broadcom (AVGO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Ttl Stk (ITOT)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Nwam

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