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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Value held by Barrett & Company consolidated in one spreadsheet with up to 7 years of data

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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
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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Ishares Tr Exponential Tech (XT)
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Index Fds Growth Etf (VUG)
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Microsoft Corporation (MSFT)

View all positions for Barrett & Company

Top funds holding iShares Morningstar Small Value

Vaughan And Company Securities
Bank of America Corporation
Matrix Trust
Steele Capital Management
Raymond James Financial Services Advisors
Wells Fargo & Company
Royal Bank of Canada
UBS Group
H D Vest Advisory Services
Captrust Financial Advisors
Chicago Partners Investment
EisnerAmper Wealth Management Corporate Benefits
Prosperity Consulting Group
Viewpoint Capital Management
Goldman Sachs Group

View all funds holding iShares Morningstar Small Value