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iShares Morningstar Small Value shares owned by Harbor Investment Advisory

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Harbor Investment Advisory from 13F filings

Historical chart of Harbor Investment Advisory investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Value held by Harbor Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Value by Harbor Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $48k 759 63.41
2024-09-30 $48k 759 63.48
2024-06-30 $44k 759 57.91
2024-03-31 $47k 759 61.20
2023-12-31 $68k 1.2k 59.21

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View all positions for Harbor Investment Advisory

Top funds holding iShares Morningstar Small Value

Morgan Stanley
Vaughan And Company Securities
Matrix Trust
Steele Capital Management
Bank of America Corporation
Raymond James Financial
Raymond James Financial Services Advisors
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Northwestern Mutual Wealth Management Company
Merriman Wealth Management
Christopher J. Hasenberg
H D Vest Advisory Services

View all funds holding iShares Morningstar Small Value