iShares Morningstar Small Value shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in iShares Morningstar Small Value
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Quarterly reported holdings in iShares Morningstar Small Value by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $265k | 3.9k | 68.39 |
| 2025-09-30 | $336k | 5.0k | 66.65 |
| 2025-06-30 | $514k | 8.1k | 63.11 |
| 2025-03-31 | $349k | 5.9k | 59.31 |
| 2024-12-31 | $658k | 10k | 63.48 |
| 2024-09-30 | $1.0M | 16k | 63.48 |
| 2024-03-31 | $750k | 12k | 61.20 |
| 2023-12-31 | $734k | 12k | 59.21 |
| 2023-09-30 | $695k | 13k | 51.78 |
| 2023-06-30 | $602k | 11k | 54.02 |
| 2023-03-31 | $547k | 11k | 52.17 |
| 2022-12-31 | $533k | 10k | 52.11 |
| 2022-09-30 | $449k | 9.5k | 47.18 |
| 2022-06-30 | $444k | 8.9k | 50.00 |
| 2022-03-31 | $564k | 9.6k | 58.82 |
| 2021-12-31 | $585k | 9.8k | 59.44 |
| 2021-09-30 | $624k | 11k | 56.23 |
| 2021-06-30 | $723k | 12k | 58.93 |
| 2021-03-31 | $992k | 5.9k | 169.27 |
| 2020-12-31 | $724k | 5.1k | 140.63 |
| 2020-09-30 | $712k | 6.7k | 106.67 |
| 2020-06-30 | $660k | 6.3k | 103.94 |
| 2020-03-31 | $1.1M | 14k | 84.68 |
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