iShares Morningstar Small Value shares owned by Capital Investment Advisory Services
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Capital Investment Advisory Services
from 13F filings
Historical chart of Capital Investment Advisory Services investment in iShares Morningstar Small Value
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Quarterly reported holdings in iShares Morningstar Small Value by Capital Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $73k | 1.2k | 61.20 |
| 2023-12-31 | $71k | 1.2k | 59.21 |
| 2023-09-30 | $62k | 1.2k | 51.78 |
| 2023-06-30 | $65k | 1.2k | 54.02 |
| 2023-03-31 | $63k | 1.2k | 52.17 |
| 2022-12-31 | $63k | 1.2k | 52.06 |
| 2022-09-30 | $57k | 1.2k | 47.50 |
| 2022-06-30 | $60k | 1.2k | 50.00 |
| 2022-03-31 | $71k | 1.2k | 59.17 |
| 2021-12-31 | $90k | 1.5k | 59.29 |
| 2021-09-30 | $68k | 1.2k | 56.67 |
| 2021-06-30 | $71k | 1.2k | 59.17 |
| 2021-03-31 | $68k | 400 | 170.00 |
| 2020-12-31 | $56k | 400 | 140.00 |
| 2020-06-30 | $42k | 400 | 105.00 |
| 2020-03-31 | $34k | 400 | 85.00 |
| 2019-12-31 | $57k | 400 | 142.50 |
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