D. J. St. Germain »

iShares Morningstar Small Value shares owned by D. J. St. Germain

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by D. J. St. Germain from 13F filings

Historical chart of D. J. St. Germain investment in iShares Morningstar Small Value

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All positions including iShares Morningstar Small Value held by D. J. St. Germain consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Value by D. J. St. Germain

Quarter filed Position value Share count Share price at filing
2024-09-30 $22k 351 63.48
2024-06-30 $20k 351 57.91
2024-03-31 $22k 351 61.20
2023-12-31 $21k 351 59.21
2023-09-30 $18k 351 51.78
2023-06-30 $19k 351 54.02

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Booking Holdings Stock (BKNG)

View all positions for D. J. St. Germain

Top funds holding iShares Morningstar Small Value

Morgan Stanley
Vaughan And Company Securities
Matrix Trust
Steele Capital Management
Bank of America Corporation
Raymond James Financial Services Advisors
Royal Bank of Canada
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
LPL Financial
Merriman Wealth Management
H D Vest Advisory Services
Chicago Partners Investment
Prosperity Consulting Group
Viewpoint Capital Management

View all funds holding iShares Morningstar Small Value