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iShares Morningstar Small Value shares owned by AE Wealth Management

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

Historical chart of AE 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 AE 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 AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $22k 330 66.64
2025-06-30 $20k 330 61.39
2025-03-31 $20k 330 59.30
2024-12-31 $21k 330 63.41

More positions owned by AE Wealth Management

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Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Avantis Core Fi (AVIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
JPMorgan Chase & Co. (JPM)

View all positions for AE Wealth Management

Top funds holding iShares Morningstar Small Value

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Cetera Investment Advisers
MB Generational Wealth
H D Vest Advisory Services
Envestnet Asset Management

View all funds holding iShares Morningstar Small Value