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iShares Morningstar Large Core Idx shares owned by Strategic Wealth Partners

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

Historical chart of Strategic Wealth Partners 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 Strategic Wealth Partners 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 Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 14k 72.47
2023-09-30 $904k 15k 59.17
2023-06-30 $933k 15k 61.08
2023-03-31 $855k 15k 56.03
2022-12-31 $533k 10k 52.56
2022-09-30 $500k 10k 49.43
2022-06-30 $525k 10k 51.98
2022-03-31 $634k 10k 62.84
2021-12-31 $837k 13k 66.39
2021-09-30 $829k 14k 60.72
2021-03-31 $1.0M 4.5k 224.29
2020-12-31 $985k 4.5k 216.82
2020-09-30 $888k 4.6k 194.99
2020-06-30 $827k 4.7k 174.51
2016-12-31 $1.3M 9.8k 132.70