iShares Morningstar Small Value shares owned by CWM
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by CWM
from 13F filings
Historical chart of CWM investment in iShares Morningstar Small Value
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Quarterly reported holdings in iShares Morningstar Small Value by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $226k | 3.7k | 61.16 |
| 2023-12-31 | $219k | 3.7k | 59.27 |
| 2023-09-30 | $191k | 3.7k | 51.69 |
| 2023-06-30 | $176k | 3.3k | 54.12 |
| 2023-03-31 | $170k | 3.3k | 52.28 |
| 2022-12-31 | $169k | 3.3k | 51.97 |
| 2022-09-30 | $155k | 3.3k | 47.66 |
| 2022-06-30 | $164k | 3.3k | 50.43 |
| 2022-03-31 | $189k | 3.2k | 58.71 |
| 2021-12-31 | $325k | 5.5k | 59.39 |
| 2021-06-30 | $324k | 5.5k | 58.80 |
| 2021-03-31 | $324k | 5.5k | 58.80 |
| 2020-12-31 | $324k | 5.5k | 58.80 |
| 2020-09-30 | $324k | 5.5k | 58.80 |
| 2020-06-30 | $324k | 5.5k | 58.80 |
| 2020-03-31 | $177k | 2.1k | 85.26 |
| 2019-12-31 | $324k | 5.5k | 58.80 |
| 2019-09-30 | $324k | 5.5k | 58.80 |
| 2019-06-30 | $324k | 5.5k | 58.80 |
| 2019-03-31 | $325k | 2.4k | 137.95 |
| 2018-12-31 | $240k | 2.0k | 122.95 |
| 2018-09-30 | $641k | 4.2k | 153.72 |
| 2018-06-30 | $600k | 3.9k | 152.56 |
| 2018-03-31 | $563k | 3.9k | 143.15 |
| 2017-12-31 | $590k | 3.9k | 152.30 |
| 2017-09-30 | $527k | 3.6k | 146.67 |
| 2017-06-30 | $365k | 2.6k | 140.87 |
| 2017-03-31 | $333k | 2.3k | 144.16 |
| 2016-12-31 | $330k | 2.3k | 142.86 |
| 2016-09-30 | $171k | 1.3k | 130.53 |
| 2016-06-30 | $77k | 632 | 121.84 |
| 2016-03-31 | $103k | 865 | 119.08 |
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