Verum Partners »

iShares Morningstar Large Value shares owned by Verum Partners

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

Historical chart of Verum 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 Verum Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Large Value by Verum Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 12k 82.20
2024-06-30 $946k 12k 76.32
2024-03-31 $953k 12k 76.86
2023-12-31 $876k 12k 70.62
2023-09-30 $803k 12k 64.77
2023-06-30 $825k 12k 66.52
2023-03-31 $792k 12k 63.90
2022-12-31 $784k 12k 63.23

More positions owned by Verum Partners

Ishares Tr Us Treas Bd Etf (GOVT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Fundamental Intl (FNDF)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard Malvern Fds Core Bd Etf (VCRB)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Schwab Strategic Tr Fundamental Us S (FNDA)
Coca-Cola Company (KO)

View all positions for Verum Partners

Top funds holding iShares Morningstar Large Value

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

View all funds holding iShares Morningstar Large Value