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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
2024-03-31 $47k 759 61.20
2023-12-31 $68k 1.2k 59.21

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Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core S&p 500 Etf Etf (IVV)
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Vanguard Growth Etf Etf (VUG)

View all positions for Harbor Investment Advisory

Top funds holding iShares Morningstar Small Value

Vaughan And Company Securities
Bank of America Corporation
Matrix Trust
Steele Capital Management
Raymond James Financial Services Advisors
Wells Fargo & Company
Royal Bank of Canada
UBS Group
H D Vest Advisory Services
Captrust Financial Advisors
Chicago Partners Investment
EisnerAmper Wealth Management Corporate Benefits
Prosperity Consulting Group
Viewpoint Capital Management
Goldman Sachs Group

View all funds holding iShares Morningstar Small Value