iShares Morningstar Large Value shares owned by Sweet Financial Partners
Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Sweet Financial Partners
from 13F filings
Historical chart of Sweet Financial Partners investment in iShares Morningstar Large Value
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Quarterly reported holdings in iShares Morningstar Large Value by Sweet Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1000k | 12k | 82.20 |
| 2024-06-30 | $928k | 12k | 76.32 |
| 2024-03-31 | $930k | 12k | 76.86 |
| 2023-12-31 | $851k | 12k | 70.62 |
| 2023-09-30 | $771k | 12k | 64.77 |
| 2023-06-30 | $792k | 12k | 66.52 |
| 2023-03-31 | $757k | 12k | 63.90 |
| 2022-12-31 | $745k | 12k | 63.23 |
| 2022-09-30 | $661k | 12k | 56.42 |
| 2022-06-30 | $702k | 12k | 60.37 |
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