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iShares Morningstar Small Value shares owned by John A. Wolfe & Associates

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by John A. Wolfe & Associates from 13F filings

Historical chart of John A. Wolfe & 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 John A. Wolfe & 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 John A. Wolfe & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $350k 5.1k 68.50

More positions owned by John A. Wolfe & Associates

J P Morgan Exchange Traded F Ultra Shrt Etf Etf (JPST)
Vanguard Scottsdale Fds Shrt Trm Corp Bd Etf (VCSH)
Pimco Etf Tr Shtrm Mun Bd Act Etf (SMMU)
J P Morgan Exchange Traded F Equity Premium Etf (JEPI)
Dimensional Etf Trust Ultrashort Fixed Etf (DUSB)
Vanguard Whitehall Fds Intl High Etf Etf (VYMI)
Ishares Tr Core S&p Mcp Etf Etf (IJH)
Vanguard World Fd Inf Tech Etf Etf (VGT)
Vaneck Etf Trust Ig Floating Rate Etf (FLTR)
Ishares Tr S&p Sml 600 Gwt Etf (IJT)
Ishares Inc Msci Gbl Etf Etf (ACWV)
Vanguard Index Fds Mid Cap Etf Etf (VO)
Invsc Qqq Trust Srs 1 Uie (QQQ)
American Centy Etf Tr Us Sml Cp Valu Etf (AVUV)
Vanguard Whitehall Fds High Div Yld Etf (VYM)

View all positions for John A. Wolfe & Associates

Top funds holding iShares Morningstar Small Value

Exchange Traded Concepts
Vaughan And Company Securities
Colony
LPL Financial
Matrix Trust
Steele Capital Management
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Raymond James Financial
Cetera Investment Advisers
MB Generational Wealth
Advisory Services Network
Ipsen Advisor Group
Aptus Capital Advisors

View all funds holding iShares Morningstar Small Value