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iShares Morningstar Small Value shares owned by Global Financial Private Client

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Global Financial Private Client from 13F filings

Historical chart of Global Financial Private Client investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Value held by Global Financial Private Client consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Value by Global Financial Private Client

Quarter filed Position value Share count Share price at filing
2024-03-31 $109k 1.8k 60.61
2023-12-31 $107k 1.8k 59.21
2023-09-30 $92k 1.8k 50.93
2023-06-30 $98k 1.8k 54.40
2023-03-31 $94k 1.8k 52.18
2022-12-31 $94k 1.8k 52.06
2022-09-30 $88k 1.8k 48.83
2022-06-30 $92k 1.8k 51.06
2022-03-31 $106k 1.8k 59.07
2021-12-31 $107k 1.8k 59.43
2021-09-30 $104k 1.8k 58.02
2021-06-30 $107k 1.8k 59.29
2021-03-31 $103k 600 170.88
2020-12-31 $85k 600 140.87
2020-09-30 $64k 600 107.15
2020-06-30 $61k 600 101.73
2020-03-31 $48k 600 80.16
2019-12-31 $86k 600 143.62