EisnerAmper Wealth Management Corporate Benefits »

iShares Morningstar Small Value shares owned by EisnerAmper Wealth Management Corporate Benefits

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by EisnerAmper Wealth Management Corporate Benefits from 13F filings

Historical chart of EisnerAmper Wealth Management Corporate Benefits investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Value held by EisnerAmper Wealth Management Corporate Benefits 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 EisnerAmper Wealth Management Corporate Benefits

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0M 52k 59.21
2023-09-30 $2.9M 56k 51.78
2023-06-30 $3.0M 56k 54.01
2023-03-31 $2.9M 56k 52.17
2022-12-31 $3.1M 60k 52.06
2022-09-30 $2.9M 60k 47.53
2022-06-30 $3.1M 61k 50.31
2022-03-31 $3.4M 59k 58.77
2021-12-31 $3.6M 60k 59.44
2021-09-30 $3.4M 59k 56.86
2021-06-30 $3.4M 59k 58.78
2021-03-31 $3.3M 20k 168.77
2020-12-31 $2.8M 20k 140.89
2020-09-30 $2.1M 20k 106.10
2020-06-30 $2.0M 19k 103.76
2020-03-31 $525k 6.2k 85.28
2019-12-31 $2.4M 17k 143.63
2019-09-30 $2.3M 17k 133.75
2019-06-30 $2.2M 16k 137.05
2019-03-31 $2.2M 16k 137.85
2018-12-31 $1.9M 15k 123.19
2018-09-30 $2.2M 14k 153.77
2018-06-30 $2.0M 14k 143.01
2018-03-31 $2.0M 14k 143.01
2017-12-31 $2.1M 14k 152.29
2017-09-30 $2.0M 14k 146.64
2017-06-30 $2.1M 15k 140.93
2017-03-31 $2.1M 14k 144.16
2016-12-31 $1.8M 12k 142.81
2016-09-30 $1.6M 13k 129.10
2016-06-30 $1.5M 13k 121.16
2016-03-31 $1.5M 13k 119.25
2015-12-31 $1.4M 13k 114.78
2015-09-30 $1.5M 13k 112.50
2015-06-30 $1.7M 14k 125.89
2015-03-31 $3.0M 23k 131.19
2014-12-31 $2.9M 23k 128.96

More positions owned by EisnerAmper Wealth Management Corporate Benefits

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
SPDR S&P Dividend ETF Etf (SDY)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)
Schwab Us Dividend Equity Etf Etf (SCHD)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Innovator Emerging Markets Power Buffer Etf January Etf (EJAN)

View all positions for EisnerAmper Wealth Management Corporate Benefits

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