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iShares Morningstar Small Value shares owned by HighPoint Advisor

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by HighPoint Advisor from 13F filings

Historical chart of HighPoint Advisor investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Value by HighPoint Advisor

Quarter filed Position value Share count Share price at filing
2026-03-31 $669k 9.6k 69.51
2025-12-31 $713k 10k 68.50

More positions owned by HighPoint Advisor

State Street MF Closed and MF Open (SPY)
State Street MF Closed and MF Open (SPDW)
State Street MF Closed and MF Open (SPYG)
Invesco Qqq MF Closed and MF Open (QQQ)
State Street MF Closed and MF Open (XLK)
State Street MF Closed and MF Open (SPYM)
Wisdomtree Us MF Closed and MF Open (DGRW)
Jpmorgan MF Closed and MF Open (JIRE)
Ishares Core MF Closed and MF Open (ITOT)
Dimensional Intl MF Closed and MF Open (DFAI)
Avantis Emerging MF Closed and MF Open (AVEM)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPTM)

View all positions for HighPoint Advisor

Top funds holding iShares Morningstar Small Value

Exchange Traded Concepts
Morgan Stanley
Vaughan And Company Securities
Colony
Royal Bank of Canada
LPL Financial
Bank of America Corporation
Matrix Trust
Steele Capital Management
Wells Fargo & Company
Envestnet Asset Management
UBS Group
Granville Capital
Raymond James Financial
Cetera Investment Advisers

View all funds holding iShares Morningstar Small Value