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iShares Morningstar Large Value shares owned by Saxon Interests

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

Historical chart of Saxon Interests investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Value by Saxon Interests

Quarter filed Position value Share count Share price at filing
2024-03-31 $867k 11k 76.86
2023-12-31 $797k 11k 70.62
2023-06-30 $751k 11k 66.52
2023-03-31 $721k 11k 63.90
2022-12-31 $729k 11k 64.59
2022-09-30 $865k 15k 59.52
2022-06-30 $878k 15k 60.42
2022-03-31 $871k 13k 68.56
2021-12-31 $756k 11k 70.42

More positions owned by Saxon Interests

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Msci Jpn Etf New (EWJ)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
NVIDIA Corporation (NVDA)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Chevron Corporation (CVX)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Saxon Interests

Top funds holding iShares Morningstar Large Value

Matrix Trust
Steele Capital Management
Bank of America Corporation
Bank of New York Mellon
UBS Group
Raymond James & Associates
SPC Financial
Royal Bank of Canada
H D Vest Advisory Services
Wells Fargo & Company
Raymond James Financial Services Advisors
Commonwealth Equity Services
Lauer Wealth
Janney Montgomery Scott
CI Private Wealth

View all funds holding iShares Morningstar Large Value