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iShares Morningstar Large Value shares owned by Treybourne Wealth Planners

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

Historical chart of Treybourne Wealth Planners investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Value by Treybourne Wealth Planners

Quarter filed Position value Share count Share price at filing
2021-06-30 $5.9M 91k 64.56
2021-03-31 $5.7M 46k 122.83
2020-12-31 $5.3M 47k 112.25

More positions owned by Treybourne Wealth Planners

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Morningstar Valu (ILCV)
Eli Lilly & Co. (LLY)
Ishares Tr Core Msci Total (IXUS)
Wisdomtree Tr Us Largecap Divd (DLN)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)
Ishares Tr Morningstar Grwt (ILCG)
Caesars Entertainment (CZR)
Fs Kkr Capital Corp (FSK)

View all positions for Treybourne Wealth Planners

Top funds holding iShares Morningstar Large Value

Equitable Holdings
Bank of America Corporation
Steele Capital Management
Matrix Trust
Bank of New York Mellon
UBS Group
LPL Financial
Raymond James & Associates
SPC Financial
Royal Bank of Canada
Wells Fargo & Company
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
Lauer Wealth
H D Vest Advisory Services

View all funds holding iShares Morningstar Large Value