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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

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Quarterly reported holdings in iShares Morningstar Large Value by Verum Partners

Quarter filed Position value Share count Share price at filing
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 Inc (JPST)
Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Iii Fpa Gbl Eqty Etf (FPAG)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Verum Partners

Top funds holding iShares Morningstar Large Value

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

View all funds holding iShares Morningstar Large Value