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iShares Morningstar Large Value shares owned by Pearl Planning

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

Historical chart of Pearl Planning investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Value by Pearl Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $492k 5.3k 93.14

More positions owned by Pearl Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Ea Series Trust Freedom 100 Em (FRDM)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard World Esg Us Stk Etf (ESGV)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
T Rowe Price Etf Small Mid Cap (TMSL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (BIL)

View all positions for Pearl Planning

Top funds holding iShares Morningstar Large Value

Steele Capital Management
Matrix Trust
Equitable Holdings
UBS Group
Raymond James Financial
LPL Financial
Northwestern Mutual Wealth Management Company
AlphaCore Capital
Woodard & Co Asset Management Group
Wells Fargo & Company
Cetera Investment Advisers
Northwest Wealth Advisors
Lauer Wealth
Systelligence
Ameriprise Financial

View all funds holding iShares Morningstar Large Value