iShares Morningstar Small Value shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in iShares Morningstar Small Value
Tip: Access up to 7 years of quarterly data
All positions including iShares Morningstar Small Value held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Morningstar Small Value by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.1M | 35k | 59.21 |
| 2023-09-30 | $1.7M | 32k | 51.78 |
| 2023-06-30 | $1.6M | 30k | 54.02 |
| 2023-03-31 | $1.6M | 30k | 52.17 |
| 2022-12-31 | $1.5M | 29k | 52.06 |
| 2022-09-30 | $1.4M | 29k | 47.52 |
| 2022-06-30 | $1.2M | 24k | 50.31 |
| 2022-03-31 | $1.4M | 24k | 58.77 |
| 2021-12-31 | $1.4M | 23k | 59.42 |
| 2021-09-30 | $1.2M | 21k | 56.87 |
| 2021-06-30 | $1.2M | 20k | 58.76 |
| 2021-03-31 | $1.1M | 6.3k | 168.75 |
| 2020-12-31 | $233k | 1.7k | 141.13 |
Top funds holding iShares Morningstar Small Value
View all funds holding iShares Morningstar Small Value