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iShares Morningstar Small Value shares owned by Janney Montgomery Scott

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Janney Montgomery Scott from 13F filings

Historical chart of Janney Montgomery Scott investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Value held by Janney Montgomery Scott consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Value by Janney Montgomery Scott

Quarter filed Position value Share count Share price at filing
2025-09-30 $853k 13k 66.65
2025-06-30 $873k 14k 61.37
2025-03-31 $864k 15k 59.30
2024-12-31 $938k 15k 63.42
2024-09-30 $855k 14k 63.48
2024-06-30 $819k 14k 57.93
2024-03-31 $886k 15k 61.22
2023-12-31 $882k 15k 59.24
2023-09-30 $828k 16k 51.78
2023-06-30 $955k 18k 54.04
2023-03-31 $1.1M 22k 52.18
2022-12-31 $950k 18k 52.09
2022-09-30 $874k 18k 47.52
2022-06-30 $1.0M 20k 51.27
2022-03-31 $1.2M 20k 58.76
2021-12-31 $1.2M 20k 59.42
2021-09-30 $1.1M 20k 56.86
2021-06-30 $1.2M 20k 58.79
2021-03-31 $1.2M 7.0k 168.78
2020-12-31 $985k 7.0k 140.90
2020-09-30 $773k 7.3k 106.11
2020-06-30 $640k 6.2k 103.80
2020-03-31 $539k 6.3k 85.38
2019-12-31 $818k 5.7k 143.69
2019-09-30 $766k 5.7k 133.75
2019-06-30 $663k 4.8k 137.07
2019-03-31 $450k 3.7k 123.29
2018-12-31 $450k 3.7k 123.29
2018-09-30 $546k 3.6k 153.72
2018-06-30 $483k 3.2k 152.61
2018-03-31 $349k 2.4k 142.92
2017-12-31 $435k 2.9k 152.31
2017-09-30 $398k 2.7k 146.65
2017-06-30 $275k 2.0k 141.03
2017-03-31 $214k 1.5k 144.30
2016-06-30 $757k 6.6k 114.77
2015-12-31 $757k 6.6k 114.77

More positions owned by Janney Montgomery Scott

Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Ishs Core Sp 500 Etf ETF/Closed End (IVV)
Tech Sel Sect Spdr Etf ETF/Closed End (XLK)
Amazoncom Common Stock (AMZN)
Broadcom Common Stock (AVGO)
Inv Qqq Etf ETF/Closed End (QQQ)
Jpmorgan Chase Common Stock (JPM)
Alphabet Inc A Common Stock (GOOGL)
Spdr Sp 500 Etf ETF/Closed End (SPY)
Comm Svcs Sel Spdr Etf ETF/Closed End (XLC)
Jpm Betabldrs U S Eq Etf ETF/Closed End (BBUS)
Finl Sel Sect Spdr Etf ETF/Closed End (XLF)
Hlthcr Sel Sect Spdr Etf ETF/Closed End (XLV)

View all positions for Janney Montgomery Scott

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