iShares Morningstar Large Value shares owned by Private Wealth Strategies
Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Private Wealth Strategies
from 13F filings
Historical chart of Private Wealth Strategies investment in iShares Morningstar Large Value
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Quarterly reported holdings in iShares Morningstar Large Value by Private Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $518k | 6.8k | 76.33 |
| 2024-03-31 | $519k | 6.8k | 76.86 |
| 2023-12-31 | $475k | 6.7k | 70.62 |
| 2023-09-30 | $430k | 6.6k | 64.77 |
| 2023-06-30 | $441k | 6.6k | 66.52 |
| 2023-03-31 | $422k | 6.6k | 63.90 |
| 2022-12-31 | $415k | 6.6k | 63.23 |
| 2022-09-30 | $369k | 6.5k | 56.53 |
| 2022-06-30 | $391k | 6.5k | 60.37 |
| 2022-03-31 | $443k | 6.4k | 68.69 |
| 2021-12-31 | $446k | 6.4k | 69.47 |
| 2021-09-30 | $407k | 6.4k | 63.77 |
| 2021-06-30 | $410k | 6.3k | 64.62 |
| 2021-03-31 | $388k | 3.2k | 122.75 |
| 2020-12-31 | $353k | 3.1k | 112.31 |
| 2020-09-30 | $308k | 3.1k | 98.72 |
| 2020-06-30 | $299k | 3.1k | 96.58 |
| 2020-03-31 | $354k | 4.1k | 86.59 |
| 2019-12-31 | $479k | 4.1k | 117.17 |
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