iShares Morningstar Small Value shares owned by IHT Wealth Management
Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by IHT Wealth Management
from 13F filings
Historical chart of IHT Wealth Management investment in iShares Morningstar Small Value
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Quarterly reported holdings in iShares Morningstar Small Value by IHT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 29k | 66.64 |
| 2025-06-30 | $1.7M | 28k | 61.39 |
| 2025-03-31 | $1.6M | 27k | 59.30 |
| 2024-12-31 | $1.7M | 27k | 63.41 |
| 2024-09-30 | $2.6M | 40k | 63.18 |
| 2024-06-30 | $1.4M | 24k | 57.91 |
| 2024-03-31 | $1.3M | 21k | 61.20 |
| 2023-12-31 | $1.2M | 20k | 59.21 |
| 2023-09-30 | $1.0M | 20k | 51.78 |
| 2023-06-30 | $1.1M | 21k | 54.02 |
| 2019-12-31 | $336k | 2.3k | 143.47 |
| 2019-09-30 | $249k | 1.9k | 133.94 |
| 2018-03-31 | $178k | 1.3k | 139.61 |
| 2017-12-31 | $196k | 1.3k | 154.09 |
| 2017-09-30 | $84k | 572 | 146.85 |
| 2017-06-30 | $38k | 601 | 63.23 |
| 2017-03-31 | $3.0k | 20 | 150.00 |
| 2016-12-31 | $74k | 516 | 143.41 |
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