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iShares Morningstar Small Value shares owned by Chicago Partners Investment

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Chicago Partners Investment from 13F filings

Historical chart of Chicago Partners Investment investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Value by Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 53k 58.10
2023-12-31 $3.0M 53k 57.26
2023-09-30 $2.6M 53k 48.51
2023-06-30 $3.0M 53k 56.93
2023-03-31 $2.8M 54k 51.66
2022-12-31 $3.2M 54k 58.87
2022-09-30 $2.9M 54k 53.57
2022-06-30 $3.0M 54k 55.28
2022-03-31 $2.9M 54k 53.66
2021-12-31 $3.1M 54k 57.37
2021-09-30 $3.3M 54k 61.90
2021-06-30 $3.1M 54k 56.73
2021-03-31 $3.2M 55k 58.28
2020-12-31 $3.0M 20k 150.09
2020-09-30 $2.3M 20k 115.51
2020-06-30 $2.1M 20k 106.52
2020-03-31 $2.2M 24k 91.76
2019-12-31 $4.3M 30k 145.03
2019-09-30 $4.0M 30k 135.61
2019-06-30 $3.8M 28k 134.52
2019-03-31 $4.1M 29k 142.82
2018-12-31 $3.9M 30k 132.75
2018-09-30 $1.6M 12k 136.34
2018-06-30 $1.8M 12k 152.49
2018-03-31 $1.7M 12k 143.03
2017-12-31 $1.8M 12k 152.24
2017-09-30 $1.8M 1.2k 1467.52
2017-06-30 $61k 427 142.86
2017-03-31 $1.8M 12k 144.17
2016-12-31 $1.7M 12k 142.82
2016-09-30 $1.5M 12k 130.52
2016-06-30 $1.4M 12k 121.13
2016-03-31 $1.3M 11k 119.28
2015-12-31 $821k 7.2k 114.71
2015-09-30 $721k 6.4k 112.43
2015-06-30 $803k 6.4k 125.86
2015-03-31 $833k 6.5k 128.99
2014-12-31 $765k 5.9k 128.92

More positions owned by Chicago Partners Investment

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Enterprise Products Partners (EPD)
Vanguard Index Fds Growth Etf (VUG)
Energy Transfer Com Ut Ltd Ptn (ET)
Dimensional Etf Trust Us Equity Etf (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Chicago Partners Investment

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
Viewpoint Capital Management
Goldman Sachs Group
Commonwealth Equity Services

View all funds holding iShares Morningstar Small Value