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iShares Morningstar Small Value shares owned by Black Diamond Financial

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Black Diamond Financial from 13F filings

Historical chart of Black Diamond Financial investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Value held by Black Diamond Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Value by Black Diamond Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $644k 11k 59.21
2023-09-30 $533k 10k 51.78
2023-06-30 $531k 9.8k 54.02
2023-03-31 $511k 9.8k 52.17
2022-12-31 $490k 9.4k 52.06
2022-09-30 $328k 6.9k 47.60
2022-06-30 $366k 7.3k 50.35

More positions owned by Black Diamond Financial

Vanguard World Mega Cap Val Etf (MGV)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Lindblad Expeditions Hldgs I (LIND)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Black Diamond Financial

Top funds holding iShares Morningstar Small Value

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View all funds holding iShares Morningstar Small Value