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iShares Morningstar Small Value shares owned by Independent Financial Group

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

Historical chart of Independent Financial Group 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 Financial Group 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 Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $253k 3.6k 69.51
2025-09-30 $203k 3.0k 66.63

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View all positions for Independent Financial Group

Top funds holding iShares Morningstar Small Value

Exchange Traded Concepts
Morgan Stanley
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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