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iShares Morningstar Large Value shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Large Value by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $244k 2.6k 93.13

More positions owned by Triad Wealth Partners

Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Ishares Tr Us Treas Bd Etf (GOVT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
NVIDIA Corporation (NVDA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Blackrock Etf Trust Ishares A I Inno (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for Triad Wealth Partners

Top funds holding iShares Morningstar Large Value

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View all funds holding iShares Morningstar Large Value