iShares Morningstar Large Value shares owned by Warren Averett Asset Management
Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Warren Averett Asset Management
from 13F filings
Historical chart of Warren Averett Asset Management investment in iShares Morningstar Large Value
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Quarterly reported holdings in iShares Morningstar Large Value by Warren Averett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 11k | 90.02 |
| 2025-06-30 | $984k | 12k | 83.39 |
| 2025-03-31 | $984k | 12k | 81.45 |
| 2024-12-31 | $1.0M | 13k | 80.98 |
| 2024-09-30 | $1.0M | 13k | 82.20 |
| 2024-06-30 | $959k | 13k | 76.32 |
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