Caitlin John »

iShares Morningstar Small Value shares owned by Caitlin John

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Caitlin John from 13F filings

Historical chart of Caitlin John investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Value by Caitlin John

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9k 59 66.64
2024-12-31 $3.7k 59 63.41

More positions owned by Caitlin John

Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Vanguard Index Fds Large Cap Etf (VV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
NVIDIA Corporation (NVDA)
Ishares Msci Eurzone Etf (EZU)
Amphenol Corp Cl A (APH)
Ishares Silver Tr Ishares (SLV)
Apple (AAPL)
Vanguard Wellington Us Momentum (VFMO)

View all positions for Caitlin John

Top funds holding iShares Morningstar Small Value

Exchange Traded Concepts
Colony
Morgan Stanley
Vaughan And Company Securities
Matrix Trust
Steele Capital Management
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Raymond James Financial
Cetera Investment Advisers
MB Generational Wealth
H D Vest Advisory Services
Envestnet Asset Management

View all funds holding iShares Morningstar Small Value