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iShares Morningstar Large Value shares owned by Proactive Wealth Strategies

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

Historical chart of Proactive Wealth Strategies investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Value by Proactive Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $395k 4.4k 90.02
2025-06-30 $366k 4.4k 83.33
2025-03-31 $356k 4.4k 81.45
2024-12-31 $352k 4.4k 80.90
2024-09-30 $356k 4.3k 82.24

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RBB Us Treas 3 Mnth (TBIL)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
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Apple (AAPL)
First Tr Exchange-traded SHS (FVD)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchange Traded Indls Prod Dur (FXR)
Sprott Asset Management Physical Silver (PSLV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Sprott Asset Management Physical Gold Tr (PHYS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Proactive Wealth Strategies

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