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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
2022-12-31 $3.7M 71k 52.06

More positions owned by Ipsen Advisor Group

Flowers Foods (FLO)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Mrgstr Md Cp Val (IMCV)
Ishares Tr Mrning Sm Cp Etf (ISCV)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ishares Tr MRGSTR SM CP GR (ISCG)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Msci Eafe Smcp (HSCZ)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Ipsen Advisor Group

Top funds holding iShares Morningstar Small Value

Vaughan And Company Securities
Matrix Trust
Steele Capital Management
Bank of America Corporation
Raymond James Financial Services Advisors
Royal Bank of Canada
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
UBS Group
LPL Financial
Merriman Wealth Management
Christopher J. Hasenberg
H D Vest Advisory Services
Chicago Partners Investment
Prosperity Consulting Group

View all funds holding iShares Morningstar Small Value