iShares Morningstar Large Value shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in iShares Morningstar Large Value
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Quarterly reported holdings in iShares Morningstar Large Value by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $92k | 1.1k | 82.23 |
| 2024-06-30 | $85k | 1.1k | 76.33 |
| 2024-03-31 | $85k | 1.1k | 76.84 |
| 2023-12-31 | $78k | 1.1k | 70.60 |
| 2023-09-30 | $70k | 1.1k | 64.75 |
| 2023-06-30 | $72k | 1.1k | 66.50 |
| 2023-03-31 | $69k | 1.1k | 63.88 |
| 2022-12-31 | $68k | 1.1k | 63.26 |
| 2022-09-30 | $60k | 1.1k | 56.76 |
| 2022-06-30 | $64k | 1.1k | 60.55 |
| 2022-03-31 | $72k | 1.1k | 68.44 |
| 2021-12-31 | $73k | 1.0k | 69.72 |
| 2021-09-30 | $66k | 1.0k | 63.77 |
| 2021-06-30 | $67k | 1.0k | 64.73 |
| 2020-12-31 | $58k | 513 | 113.06 |
| 2020-09-30 | $50k | 509 | 98.23 |
| 2020-06-30 | $49k | 505 | 97.03 |
| 2020-03-31 | $43k | 495 | 86.87 |
| 2018-09-30 | $4.0k | 42 | 95.24 |
| 2018-06-30 | $4.0k | 41 | 97.56 |
| 2018-03-31 | $4.0k | 41 | 97.56 |
| 2017-12-31 | $4.0k | 40 | 100.00 |
| 2017-09-30 | $4.0k | 40 | 100.00 |
| 2017-06-30 | $4.0k | 40 | 100.00 |
| 2017-03-31 | $3.0k | 40 | 75.00 |
| 2016-12-31 | $4.0k | 40 | 100.00 |
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