iShares Morningstar Small Value shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in iShares Morningstar Small Value
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Quarterly reported holdings in iShares Morningstar Small Value by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $3.9M | 64k | 61.39 |
| 2025-03-31 | $3.8M | 64k | 59.30 |
| 2024-12-31 | $4.1M | 64k | 63.41 |
| 2024-09-30 | $4.0M | 63k | 63.48 |
| 2024-06-30 | $3.7M | 64k | 57.91 |
| 2024-03-31 | $3.8M | 62k | 61.20 |
| 2023-12-31 | $4.2M | 71k | 59.21 |
| 2023-09-30 | $3.5M | 67k | 51.78 |
| 2023-06-30 | $3.6M | 67k | 54.02 |
| 2023-03-31 | $3.4M | 65k | 52.17 |
| 2022-12-31 | $3.5M | 66k | 52.06 |
| 2022-09-30 | $2.9M | 61k | 47.54 |
| 2022-06-30 | $3.2M | 63k | 50.31 |
| 2022-03-31 | $3.8M | 65k | 58.79 |
| 2021-12-31 | $12M | 206k | 59.43 |
| 2021-09-30 | $12M | 207k | 56.82 |
| 2021-06-30 | $12M | 206k | 58.82 |
| 2021-03-31 | $12M | 71k | 168.78 |
| 2020-12-31 | $9.8M | 69k | 140.91 |
| 2020-09-30 | $11M | 102k | 106.14 |
| 2020-06-30 | $8.6M | 83k | 103.76 |
| 2020-03-31 | $6.7M | 79k | 85.46 |
| 2019-12-31 | $11M | 79k | 143.61 |
| 2019-09-30 | $928k | 6.9k | 133.54 |
| 2019-06-30 | $946k | 6.9k | 137.10 |
| 2019-03-31 | $1.0M | 7.6k | 137.89 |
| 2018-12-31 | $710k | 5.8k | 123.01 |
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