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iShares Morningstar Small Value shares owned by Bartlett & Co.

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Bartlett & Co. from 13F filings

Historical chart of Bartlett & Co. investment in iShares Morningstar Small Value

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All positions including iShares Morningstar Small Value held by Bartlett & Co. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Value by Bartlett & Co.

Quarter filed Position value Share count Share price at filing
2023-12-31 $53k 882 60.09
2013-06-30 $19k 186 102.15
2013-03-31 $61k 586 104.10
2012-12-31 $36k 400 90.00

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View all positions for Bartlett & Co.

Top funds holding iShares Morningstar Small Value

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Raymond James Financial Services Advisors
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H D Vest Advisory Services
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Chicago Partners Investment
EisnerAmper Wealth Management Corporate Benefits
Prosperity Consulting Group
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View all funds holding iShares Morningstar Small Value