iShares Morningstar Large Value shares owned by Towerpoint Wealth
Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Towerpoint Wealth
from 13F filings
Historical chart of Towerpoint Wealth investment in iShares Morningstar Large Value
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Quarterly reported holdings in iShares Morningstar Large Value by Towerpoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $429k | 4.8k | 90.02 |
| 2025-06-30 | $401k | 4.8k | 83.39 |
| 2025-03-31 | $393k | 4.8k | 81.45 |
| 2024-12-31 | $391k | 4.8k | 80.98 |
| 2024-09-30 | $396k | 4.8k | 82.20 |
| 2024-06-30 | $368k | 4.8k | 76.32 |
| 2024-03-31 | $372k | 4.8k | 76.86 |
| 2023-12-31 | $342k | 4.8k | 70.62 |
| 2023-09-30 | $314k | 4.8k | 64.77 |
| 2023-06-30 | $333k | 5.0k | 66.52 |
| 2023-03-31 | $320k | 5.0k | 63.90 |
| 2022-12-31 | $324k | 5.1k | 63.23 |
| 2022-09-30 | $290k | 5.1k | 56.55 |
| 2022-06-30 | $311k | 5.1k | 60.47 |
| 2022-03-31 | $353k | 5.1k | 68.64 |
| 2021-12-31 | $362k | 5.2k | 69.58 |
| 2021-09-30 | $331k | 5.2k | 63.62 |
| 2021-06-30 | $336k | 5.2k | 64.58 |
| 2021-03-31 | $389k | 3.2k | 122.87 |
| 2020-12-31 | $383k | 3.4k | 112.12 |
| 2020-09-30 | $469k | 4.7k | 98.92 |
| 2020-06-30 | $541k | 5.6k | 96.78 |
| 2020-03-31 | $484k | 5.6k | 86.58 |
| 2019-12-31 | $649k | 5.5k | 117.21 |
| 2019-09-30 | $612k | 5.5k | 110.53 |
| 2019-06-30 | $606k | 5.5k | 109.45 |
| 2019-03-31 | $611k | 5.8k | 105.49 |
| 2018-12-31 | $570k | 5.9k | 96.33 |
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