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iShares Morningstar Small Value shares owned by Eagle Strategies

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

Historical chart of Eagle Strategies investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Value by Eagle Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $205k 3.0k 69.50

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Spdr Series Trust State Street Spd (SPYM)
Schwab Strategic Tr Fundamental Us L (FNDX)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Spdr Series Trust State Street Spd (SPYG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Global X Fds Us Infr Dev Etf (PAVE)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Eagle Strategies

Top funds holding iShares Morningstar Small Value

Exchange Traded Concepts
Morgan Stanley
Vaughan And Company Securities
Colony
Royal Bank of Canada
LPL Financial
Bank of America Corporation
Matrix Trust
Steele Capital Management
Wells Fargo & Company
Envestnet Asset Management
UBS Group
Granville Capital
Raymond James Financial
Cetera Investment Advisers

View all funds holding iShares Morningstar Small Value