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iShares Morningstar Small Value shares owned by Sage Financial

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

Historical chart of Sage Financial investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Value by Sage Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $202k 3.4k 59.21

More positions owned by Sage Financial

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for Sage Financial

Top funds holding iShares Morningstar Small Value

Vaughan And Company Securities
Bank of America Corporation
Matrix Trust
Steele Capital Management
Raymond James Financial Services Advisors
Wells Fargo & Company
Royal Bank of Canada
UBS Group
H D Vest Advisory Services
Captrust Financial Advisors
Chicago Partners Investment
EisnerAmper Wealth Management Corporate Benefits
Viewpoint Capital Management
Goldman Sachs Group
Commonwealth Equity Services

View all funds holding iShares Morningstar Small Value