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iShares Morningstar Small Value shares owned by Essex Financial Services

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

Historical chart of Essex Financial Services investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Value by Essex Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $390k 5.8k 66.64
2025-06-30 $369k 6.0k 61.39
2025-03-31 $356k 6.0k 59.30
2024-12-31 $381k 6.0k 63.41
2024-09-30 $380k 6.0k 63.36
2024-06-30 $357k 6.0k 59.45
2024-03-31 $285k 4.7k 61.20
2023-12-31 $276k 4.7k 59.21

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Spdr Gold Tr Gold Shs (GLD)
Amazon (AMZN)
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Ishares Tr Core S&p500 Etf (IVV)
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JPMorgan Chase & Co. (JPM)
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Eli Lilly & Co. (LLY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Essex Financial Services

Top funds holding iShares Morningstar Small Value

Exchange Traded Concepts
Colony
Morgan Stanley
Vaughan And Company Securities
Matrix Trust
Steele Capital Management
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Raymond James Financial
Cetera Investment Advisers
MB Generational Wealth
H D Vest Advisory Services
Envestnet Asset Management

View all funds holding iShares Morningstar Small Value