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iShares Morningstar Small Value shares owned by Fortitude Family Office

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Fortitude Family Office from 13F filings

Historical chart of Fortitude Family Office investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Value by Fortitude Family Office

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.8k 128 68.50

More positions owned by Fortitude Family Office

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)
Ishares Core Msci International Developed Markets Etf Etf (IDEV)
Apple Stock (AAPL)
Dimensional Inflation-protected Securities Etf Etf (DFIP)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Knight-swift Transn Hldgs Inc Cl A Stock (KNX)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Mid-cap Etf Etf (VO)
Avantis U.s. Large Cap Value Etf Etf (AVLV)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Invesco Senior Loan Etf Etf (BKLN)
Ishares Core S&p Mid-cap Etf Etf (IJH)

View all positions for Fortitude Family Office

Top funds holding iShares Morningstar Small Value

Exchange Traded Concepts
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LPL Financial
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Raymond James Financial
Cetera Investment Advisers
MB Generational Wealth
Envestnet Asset Management
Ipsen Advisor Group
Commonwealth Equity Services

View all funds holding iShares Morningstar Small Value