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iShares Morningstar Small Value shares owned by MGB Wealth Management

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by MGB Wealth Management from 13F filings

Historical chart of MGB Wealth Management investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Value by MGB Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $10k 175 59.21

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Top funds holding iShares Morningstar Small Value

Vaughan And Company Securities
Bank of America Corporation
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Raymond James Financial Services Advisors
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Royal Bank of Canada
UBS Group
H D Vest Advisory Services
Captrust Financial Advisors
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View all funds holding iShares Morningstar Small Value