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iShares Morningstar Large Value shares owned by Simplicity Wealth

Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Simplicity Wealth from 13F filings

Historical chart of Simplicity Wealth investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Value held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Large Value by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $311k 4.0k 76.87

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding iShares Morningstar Large Value

Bank of America Corporation
Steele Capital Management
Matrix Trust
Bank of New York Mellon
UBS Group
LPL Financial
Morgan Stanley
Raymond James & Associates
SPC Financial
Royal Bank of Canada
Wells Fargo & Company
Raymond James Financial Services Advisors
Commonwealth Equity Services
H D Vest Advisory Services
Lauer Wealth

View all funds holding iShares Morningstar Large Value