Aptus Capital Advisors »

iShares Morningstar Small Value shares owned by Aptus Capital Advisors

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Aptus Capital Advisors from 13F filings

Historical chart of Aptus Capital Advisors investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Small Value by Aptus Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 51k 66.64
2025-06-30 $1.1M 17k 61.39
2023-03-31 $9.4k 180 52.17
2022-09-30 $9.0k 180 50.00
2022-06-30 $9.0k 180 50.00

More positions owned by Aptus Capital Advisors

Ishares Tr Iboxx Hi Yd Etf (HYG)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Doordash Cl A (DASH)
Etf Ser Solutions Aptus Defined (DRSK)
NVIDIA Corporation (NVDA)
Thermo Fisher Scientific (TMO)
Apple (AAPL)
Microsoft Corporation Put Option (MSFT)
salesforce (CRM)
Tesla Motors (TSLA)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Eli Lilly & Co. (LLY)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)

View all positions for Aptus Capital Advisors

Top funds holding iShares Morningstar Small Value

Exchange Traded Concepts
Colony
Morgan Stanley
Vaughan And Company Securities
Matrix Trust
Steele Capital Management
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Raymond James Financial
Cetera Investment Advisers
MB Generational Wealth
H D Vest Advisory Services
Envestnet Asset Management

View all funds holding iShares Morningstar Small Value