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iShares Morningstar Small Value shares owned by Jim Saulnier & Associates

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Jim Saulnier & Associates from 13F filings

Historical chart of Jim Saulnier & Associates investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Value held by Jim Saulnier & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Value by Jim Saulnier & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $650k 9.7k 66.64
2025-06-30 $619k 10k 61.39
2025-03-31 $629k 11k 59.30
2024-12-31 $646k 10k 63.41
2024-09-30 $513k 8.1k 63.48

More positions owned by Jim Saulnier & Associates

Ishares Tr Core 60/40 Balan (AOR)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Ishares Tr Core 80/20 Aggre (AOA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Pgim Rock Etf Tr S&p 500 Buffer (PBJN)
Pgim Rock Etf Tr S&p 500 Buffer (PBJL)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Morningstr Us Eq (ILCB)
Ishares Tr Morningstar Valu (ILCV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Intrm Gov Cr Etf (GVI)
Pgim Rock Etf Tr S&p 500 Buffer (PBMY)
Pgim Rock Etf Tr S&p 500 Buffer (PBAU)

View all positions for Jim Saulnier & Associates

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