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iShares Morningstar Small Value shares owned by Ipsen Advisor Group

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

Historical chart of Ipsen Advisor 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 Ipsen Advisor 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 Ipsen Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 56k 66.64
2025-06-30 $3.4M 56k 61.39
2025-03-31 $3.2M 55k 59.30
2024-12-31 $3.4M 54k 63.41
2022-12-31 $3.7M 71k 52.06

More positions owned by Ipsen Advisor Group

Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Mrgstr Md Cp Val (IMCV)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ishares Tr MRGSTR SM CP GR (ISCG)
Flowers Foods (FLO)
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Eafe Smcp (HSCZ)
Ishares Tr Mrning Sm Cp Etf (ISCV)
Ishares Gold Tr Ishares New (IAU)
Apple (AAPL)
Global X Fds Global X Copper (COPX)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for Ipsen Advisor Group

Top funds holding iShares Morningstar Small Value

Exchange Traded Concepts
Colony
Morgan Stanley
Vaughan And Company Securities
Matrix Trust
Steele Capital Management
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Raymond James Financial
Cetera Investment Advisers
MB Generational Wealth
H D Vest Advisory Services
Envestnet Asset Management

View all funds holding iShares Morningstar Small Value