Bartlett & Co. Wealth Management »

iShares Morningstar Small Value shares owned by Bartlett & Co. Wealth Management

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

Historical chart of Bartlett & Co. 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 Bartlett & Co. Wealth Management 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 Bartlett & Co. Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $53k 882 59.95

More positions owned by Bartlett & Co. Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Inc Class C cs (GOOG)
Berkshire Hathaway (BRK.B)
MasterCard Incorporated (MA)
JPMorgan Chase & Co. (JPM)
Procter & Gamble Company (PG)
Lowe's Companies (LOW)
Abbott Laboratories (ABT)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Pepsi (PEP)
TJX Companies (TJX)
Amgen (AMGN)
Vanguard S&P 500 ETF Ex Trd Eq Fd (VOO)

View all positions for Bartlett & Co. Wealth Management

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