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iShares Morningstar Small Value shares owned by Independent Advisor Alliance

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

Historical chart of Independent Advisor Alliance investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Morningstar Small Value by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $882k 13k 69.51

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View all positions for Independent Advisor Alliance

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