iShares Morningstar Small Value shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in iShares Morningstar Small Value
Tip: Access up to 7 years of quarterly data
All positions including iShares Morningstar Small Value held by Transcend Wealth Collective 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 Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $362k | 5.9k | 61.20 |
| 2023-12-31 | $350k | 5.9k | 59.21 |
| 2023-09-30 | $220k | 4.2k | 51.78 |
| 2023-06-30 | $229k | 4.2k | 54.02 |
| 2023-03-31 | $221k | 4.2k | 52.17 |
| 2022-12-31 | $204k | 3.9k | 52.06 |
More positions owned by Transcend Wealth Collective
View all positions for Transcend Wealth Collective
Top funds holding iShares Morningstar Small Value
View all funds holding iShares Morningstar Small Value