iShares Morningstar Small Value shares owned by Brian McDonald
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Brian McDonald
from 13F filings
Historical chart of Brian McDonald investment in iShares Morningstar Small Value
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Quarterly reported holdings in iShares Morningstar Small Value by Brian McDonald
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 17k | 66.64 |
| 2025-06-30 | $1.1M | 18k | 61.39 |
| 2025-03-31 | $1.0M | 17k | 59.30 |
| 2024-12-31 | $1.1M | 17k | 63.41 |
| 2024-09-30 | $1.1M | 17k | 63.48 |
| 2024-06-30 | $1.0M | 17k | 57.90 |
| 2024-03-31 | $1.1M | 18k | 61.20 |
| 2023-09-30 | $923k | 18k | 51.78 |
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