Creative Financial Designs »

iShares Morningstar Small Value shares owned by Creative Financial Designs

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

Historical chart of Creative Financial Designs investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Small Value by Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2023-12-31 $10k 169 59.21
2018-12-31 $49k 400 122.50
2018-09-30 $61k 400 152.50
2018-06-30 $61k 400 152.50
2018-03-31 $57k 400 142.50
2017-12-31 $61k 400 152.50
2017-09-30 $59k 400 147.50
2017-06-30 $60k 425 141.18
2017-03-31 $65k 451 144.12
2016-12-31 $64k 451 141.91

More positions owned by Creative Financial Designs

Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Fidelity Total Bond Etf Etf (FBND)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Value Etf Etf (VTV)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Inspire Momentum Etf Etf (GLRY)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)
Vanguard Short-term Treasury Etf Etf (VGSH)
Apple Stock (AAPL)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares Msci Eafe Growth Etf Etf (EFG)
Amazon Stock (AMZN)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)

View all positions for Creative Financial Designs

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
Prosperity Consulting Group
Viewpoint Capital Management
Goldman Sachs Group

View all funds holding iShares Morningstar Small Value