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iShares Morningstar Large Value shares owned by One Wealth Advisors

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

Historical chart of One Wealth Advisors investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Value by One Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $606k 6.7k 90.02
2025-06-30 $550k 6.6k 83.39
2025-03-31 $2.2M 27k 81.45

More positions owned by One Wealth Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Core Msci Emkt (IEMG)

View all positions for One Wealth Advisors

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