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Ishares Morningstar Small-cap Etf shares owned by Phillip James Consulting

Quarter-by-quarter ownership of Ishares Morningstar Small-cap Etf shares owned by Phillip James Consulting from 13F filings

Historical chart of Phillip James Consulting investment in Ishares Morningstar Small-cap Etf

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All positions including Ishares Morningstar Small-cap Etf held by Phillip James Consulting consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Morningstar Small-cap Etf by Phillip James Consulting

Quarter filed Position value Share count Share price at filing
2026-03-31 $341k 5.2k 65.08

More positions owned by Phillip James Consulting

Schwab Short-term Us Treasury Etf Etf
Vanguard Short-term Bond Etf Etf (BND)
Schwab Us Broad Market Etf Etf
Ishares Msci Eafe Value Etf Etf
Schwab Us Large-cap Value Etf Etf
Vanguard Ftse All-world Ex-us Small-cap Etf Etf
Vanguard Small-cap Etf Etf
Schwab Intl Equity Etf Etf
Vanguard Small-cap Value Etf Etf
Vanguard Total Stock Market Etf Etf (VTI)
Schwab Us Small-cap Etf Etf
Spdr Portfolio Sp 500 Momentum Etf Etf (SHM)
Wisdomtree Intl Smallcap Dividend Fund Etf (DWM)
Vanguard Value Etf Etf
Spdr Portfolio Emerging Markets Etf Etf (SPHY)

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Top funds holding Ishares Morningstar Small-cap Etf

Phillip James Consulting

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