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iShares Morningstar Large Core Idx shares owned by American Trust

Quarter-by-quarter ownership of iShares Morningstar Large Core Idx (ILCB) shares owned by American Trust from 13F filings

Historical chart of American Trust investment in iShares Morningstar Large Core Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Core Idx held by American Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Large Core Idx by American Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $961k 15k 65.76
2023-09-30 $893k 15k 58.90
2023-06-30 $1.0M 17k 61.08
2023-03-31 $880k 15k 57.10
2022-12-31 $2.0M 19k 108.07
2022-09-30 $878k 18k 49.38
2022-06-30 $726k 14k 51.97
2022-03-31 $1.2M 20k 62.86
2021-12-31 $1.3M 19k 66.42

More positions owned by American Trust

Vanguard S&p 500 Equities (VOO)
Ishares Core Dividend Growth Equities (DGRO)
Idacorp Equities (IDA)
Vanguard Intermed Term Bond Etf Equities (BIV)
Vanguard Mid Cap Etf Equities (VO)
Vanguard Small Cap Etf Equities (VB)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Schwab Us Large Cap Equities (SCHX)
Vanguard Ftse Developed Markets Equities (VEA)
Schwab Us Dividend Equity Equities (SCHD)
Vanguard Mega Cap Growth ETF Equities (MGK)
Vanguard Intermediate Term Gove Equities (VGIT)
Vanguard Mortgage-backed Secs E Equities (VMBS)
Vanguard Intermediate-term Corp Equities (VCIT)
Ishares Edge Msci Usa Quality F Equities (QUAL)

View all positions for American Trust

Top funds holding iShares Morningstar Large Core Idx

Ameriprise Financial
Morgan Stanley
Wealth Enhancement Advisory Services
LPL Financial
H D Vest Advisory Services
Jackson Wealth Management
Commonwealth Equity Services
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Gladstone Institutional Advisory
CI Private Wealth
Benchmark Wealth Management
Merit Financial Group

View all funds holding iShares Morningstar Large Core Idx