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iShares Morningstar Large Value shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Value by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $281k 3.0k 93.14
2024-06-30 $308k 4.0k 76.33
2024-03-31 $311k 4.0k 76.87

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American Centy Etf Tr Us Eqt Etf (AVUS)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Core Fi (AVIG)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
NVIDIA Corporation (NVDA)
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American Centy Etf Tr Avantis Us Larg (AVLC)
Apple (AAPL)
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Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Simplicity Wealth

Top funds holding iShares Morningstar Large Value

Steele Capital Management
Matrix Trust
Bank of America Corporation
Equitable Holdings
UBS Group
LPL Financial
Raymond James Financial
Morgan Stanley
Woodard & Co Asset Management Group
AlphaCore Capital
Royal Bank of Canada
Wells Fargo & Company
Cetera Investment Advisers
Northwest Wealth Advisors
Lauer Wealth

View all funds holding iShares Morningstar Large Value