iShares Morningstar Large Value shares owned by WealthBridge Capital Management
Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by WealthBridge Capital Management
from 13F filings
Historical chart of WealthBridge Capital Management investment in iShares Morningstar Large Value
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Quarterly reported holdings in iShares Morningstar Large Value by WealthBridge Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $331k | 3.7k | 90.02 |
| 2025-06-30 | $307k | 3.7k | 83.39 |
| 2025-03-31 | $300k | 3.7k | 81.45 |
| 2024-12-31 | $298k | 3.7k | 80.98 |
| 2024-09-30 | $303k | 3.7k | 82.20 |
| 2024-06-30 | $281k | 3.7k | 76.32 |
| 2024-03-31 | $283k | 3.7k | 76.86 |
| 2023-12-31 | $260k | 3.7k | 70.62 |
| 2023-09-30 | $238k | 3.7k | 64.77 |
| 2023-06-30 | $245k | 3.7k | 66.52 |
| 2023-03-31 | $235k | 3.7k | 63.90 |
| 2022-12-31 | $233k | 3.7k | 63.23 |
| 2022-09-30 | $222k | 3.7k | 60.33 |
| 2022-06-30 | $222k | 3.7k | 60.33 |
| 2022-03-31 | $252k | 3.7k | 68.48 |
| 2021-12-31 | $256k | 3.7k | 69.57 |
| 2021-09-30 | $234k | 3.7k | 63.59 |
| 2021-06-30 | $238k | 3.7k | 64.67 |
| 2021-03-31 | $226k | 1.8k | 122.83 |
| 2020-12-31 | $207k | 1.8k | 112.50 |
| 2019-12-31 | $216k | 1.8k | 117.39 |
| 2019-09-30 | $203k | 1.8k | 110.33 |
| 2019-03-31 | $194k | 1.8k | 105.43 |
| 2018-12-31 | $177k | 1.8k | 96.20 |
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