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iShares Morningstar Large Value shares owned by Stephens Consulting

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

Historical chart of Stephens Consulting investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Value by Stephens Consulting

Quarter filed Position value Share count Share price at filing
2024-03-31 $429k 5.6k 76.86
2023-12-31 $394k 5.6k 70.62
2023-09-30 $372k 5.7k 64.77
2023-06-30 $493k 7.4k 66.52
2023-03-31 $332k 5.2k 63.90
2022-12-31 $196k 3.1k 63.23
2022-09-30 $225k 4.0k 56.47

More positions owned by Stephens Consulting

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Raymond James Financial (RJF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Stephens Consulting

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
CI Private Wealth
Jpmorgan Chase & Co

View all funds holding iShares Morningstar Large Value