Woodard & Co Asset Management Group »

iShares Morningstar Large Value shares owned by Woodard & Co Asset Management Group

Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Woodard & Co Asset Management Group from 13F filings

Historical chart of Woodard & Co Asset Management Group investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Value held by Woodard & Co Asset Management Group 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 Woodard & Co Asset Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $417k 5.9k 70.62
2023-09-30 $202k 3.1k 64.77

More positions owned by Woodard & Co Asset Management Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Large Cap Etf (VV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus Top 200 Etf (IWL)
Apple (AAPL)
Ishares Tr Mrgstr Md Cp Etf (IMCB)
Ishares Tr Mrgstr Md Cp Val (IMCV)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Morningstar Grwt (ILCG)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Woodard & Co Asset Management Group

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