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iShares Morningstar Large Value shares owned by Quadrant Private Wealth Management

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

Historical chart of Quadrant Private Wealth Management investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Value by Quadrant Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $455k 5.0k 90.02
2025-06-30 $429k 5.1k 83.39
2025-03-31 $1.3M 16k 81.45

More positions owned by Quadrant Private Wealth Management

NVIDIA Corporation (NVDA)
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Spdr Series Trust Portfolio S&p500 (SPLG)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Broadcom (AVGO)
Netflix (NFLX)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Quadrant Private Wealth Management

Top funds holding iShares Morningstar Large Value

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Cetera Investment Advisers
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View all funds holding iShares Morningstar Large Value