iShares Morningstar Small Value shares owned by Global Financial Private Client
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Global Financial Private Client
from 13F filings
Historical chart of Global Financial Private Client investment in iShares Morningstar Small Value
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Quarterly reported holdings in iShares Morningstar Small Value by Global Financial Private Client
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $114k | 1.8k | 63.48 |
| 2024-06-30 | $104k | 1.8k | 57.91 |
| 2024-03-31 | $109k | 1.8k | 60.61 |
| 2023-12-31 | $107k | 1.8k | 59.21 |
| 2023-09-30 | $92k | 1.8k | 50.93 |
| 2023-06-30 | $98k | 1.8k | 54.40 |
| 2023-03-31 | $94k | 1.8k | 52.18 |
| 2022-12-31 | $94k | 1.8k | 52.06 |
| 2022-09-30 | $88k | 1.8k | 48.83 |
| 2022-06-30 | $92k | 1.8k | 51.06 |
| 2022-03-31 | $106k | 1.8k | 59.07 |
| 2021-12-31 | $107k | 1.8k | 59.43 |
| 2021-09-30 | $104k | 1.8k | 58.02 |
| 2021-06-30 | $107k | 1.8k | 59.29 |
| 2021-03-31 | $103k | 600 | 170.88 |
| 2020-12-31 | $85k | 600 | 140.87 |
| 2020-09-30 | $64k | 600 | 107.15 |
| 2020-06-30 | $61k | 600 | 101.73 |
| 2020-03-31 | $48k | 600 | 80.16 |
| 2019-12-31 | $86k | 600 | 143.62 |
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