iShares Morningstar Small Value shares owned by Barrett & Company
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Barrett & Company
from 13F filings
Historical chart of Barrett & Company investment in iShares Morningstar Small Value
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Quarterly reported holdings in iShares Morningstar Small Value by Barrett & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $218k | 3.3k | 66.64 |
| 2025-06-30 | $201k | 3.3k | 61.40 |
| 2025-03-31 | $194k | 3.3k | 59.30 |
| 2024-12-31 | $208k | 3.3k | 63.42 |
| 2024-09-30 | $208k | 3.3k | 63.49 |
| 2024-06-30 | $179k | 3.1k | 57.92 |
| 2024-03-31 | $189k | 3.1k | 61.21 |
| 2023-12-31 | $183k | 3.1k | 59.22 |
| 2023-09-30 | $220k | 4.2k | 51.78 |
| 2023-06-30 | $229k | 4.2k | 54.02 |
| 2023-03-31 | $201k | 3.9k | 52.17 |
| 2022-12-31 | $201k | 3.9k | 52.06 |
| 2022-09-30 | $201k | 3.9k | 52.06 |
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